# Everbrite, LLC 401(k) Plan
Source: https://planprovider.pro/companies/everbrite-llc-651164066-003

> Everbrite, LLC's 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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