Plan Snapshot
- Plan Sponsor: Everbrook Senior Living LLC
- Sponsor EIN: 813983707
- Sponsor Address: 5150 E STOP 11 RD STE 8, INDIANAPOLIS, IN, 462378629
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $2.4M
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 | 293 | $2.4M | $238,169 | $529,151 |
| 2023 | 268 | $1.4M | $184,046 | $403,383 |
| 2022 | 192 | $619,722 | $0 | $306,049 |
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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA PC | Auditor | — | — | $0 |
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 | $15,292 | — | $14,432 | — | — |
| 2023 | $13,700 | — | $12,840 | — | — |
| 2022 | $9,715 | — | $9,715 | — | — |