# Everett Cash Mutual Insurance Co. 401(k) Plan
Source: https://planprovider.pro/companies/everett-cash-mutual-insurance-co-401k-plan

> Everett Cash Mutual Insurance Co.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Everett Cash Mutual Insurance Co.

- **Sponsor EIN:** 230564640

- **Sponsor Address:** 10591 LINCOLN HWY, EVERETT, PA, 155377047

- **Plan Type:** 401(k)

- **Total Participants:** 114

- **Total Assets:** $16.5M

## 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|114|$16.5M|$600,978|$1.1M|

| 2023|130|$14.0M|$526,552|$934,806|

| 2022|99|$10.8M|$387,014|$708,722|

## 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|

| DEAN ACCOUNTING GROUP PLLC|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|$53,001|—|$53,001|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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