Plan Snapshot
- Plan Sponsor: Everest Campus Services Company, LLC
- Sponsor EIN: 472588173
- Sponsor Address: 2970 CLAIRMONT ROAD NE STE 310, BROOKHAVEN, GA, 30329
- Plan Type: 401(k)
- Total Participants: 536
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 536 | $18.8M | $768,286 | $1.3M |
| 2023 | 511 | $16.1M | $718,519 | $1.3M |
| 2022 | 473 | $12.9M | $681,342 | $1.2M |
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 | $80,266 | — | $80,266 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $42,237 | — | $42,237 |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | $17,530 | — | $17,530 |
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,033
- Estimated Expense Ratio: 0.745% 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 | $134,702 | $54,436 | — | — | — |
| 2023 | $113,472 | $48,229 | — | — | — |
| 2022 | $107,841 | — | $107,841 | — | — |