Plan Snapshot
- Plan Sponsor: Everest Group Holdings LLC
- Sponsor EIN: 815423461
- Sponsor Address: 9840 OLD PERRY HIGHWAY, WEXFORD, PA, 15090
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $8.4M
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 | 276 | $8.4M | $0 | $516,424 |
| 2023 | 299 | $8.4M | $0 | $553,301 |
| 2022 | 335 | $8.0M | $0 | $471,217 |
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 |
|---|---|---|---|---|
| MCCALL SCANLON & TICE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCALL SCANLON & TICE, LLC — Auditor
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 | $51,748 | $31,524 | $2,675 | — | — |
| 2023 | $48,637 | $30,291 | $1,525 | — | — |
| 2022 | $45,135 | $24,164 | $20,971 | — | — |