Plan Snapshot
- Plan Sponsor: Evercommerce Solutions, INC.
- Sponsor EIN: 262254146
- Sponsor Address: 3601 WALNUT STREET, SUITE 400, DENVER, CO, 80205
- Plan Type: 401(k)
- Total Participants: 1,574
- Total Assets: $81.1M
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 | 1,574 | $81.1M | $4.9M | $10.0M |
| 2023 | 1,637 | $64.1M | $4.7M | $9.8M |
| 2022 | 1,794 | $43.7M | $4.6M | $9.9M |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY, CPAS, P.C. | Auditor | $15,275 | — | $15,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY, CPAS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,275
- Estimated Expense Ratio: 0.019% 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 | $377,062 | $121,071 | — | $15,275 | — |
| 2023 | $231,151 | $91,820 | — | $14,200 | — |
| 2022 | $73,488 | $62,113 | $11,375 | — | — |