Plan Snapshot
- Plan Sponsor: Everbrite, LLC
- Sponsor EIN: 651164066
- Sponsor Address: 4949 SOUTH 110TH STREET, GREENFIELD, WI, 53220
- Plan Type: 401(k)
- Total Participants: 489
- Total Assets: $50.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 489 | $50.1M | $472,457 | $2.3M |
| 2023 | 553 | $50.0M | $470,153 | $2.3M |
| 2022 | 578 | $50.4M | $469,353 | $2.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HAWKINS ASH CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $117,334 | $83,236 | — | — | — |
| 2023 | $113,998 | $76,238 | — | — | — |
| 2022 | $170,946 | $81,826 | $89,120 | — | — |