Plan Snapshot
- Plan Sponsor: Everbrite, LLC
- Sponsor EIN: 651164066
- Sponsor Address: 4949 SOUTH 110TH STREET, GREENFIELD, WI, 53228
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 76
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 76 | $4.4M | $146,771 | $107,610 |
| 2023 | 67 | $5.4M | $145,495 | $100,537 |
| 2022 | 77 | $5.0M | $152,524 | $106,760 |
| 2020 | 84 | $6.0M | $131,459 | $84,195 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $9,089 | — | $9,089 |
| SPECTRUM INVESTMENT ADVISORS INC | Investment Advisor | $6,166 | — | $6,166 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,255
- Estimated Expense Ratio: 0.348% of plan assets
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 | $15,255 | $6,166 | — | — | — |
| 2023 | $12,636 | $7,676 | — | — | — |
| 2022 | $12,748 | — | $12,748 | — | — |
| 2020 | $17,497 | — | $8,990 | — | — |