Plan Snapshot
- Plan Sponsor: Everett Financial, INC. Dba Supreme Lending
- Sponsor EIN: 752695327
- Sponsor Address: 14801 QUORUM DRIVE, SUITE 300, DALLAS, TX, 752541422
- Plan Type: 401(k)
- Total Participants: 1,132
- Total Assets: $61.6M
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 | 1,132 | $61.6M | $0 | $4.6M |
| 2023 | 1,232 | $56.9M | $0 | $5.6M |
| 2022 | 1,801 | $55.6M | $0 | $9.7M |
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 |
|---|---|---|---|---|
| CATHEDRAL CPAS & ADVISORS LLP | 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 | $282,853 | — | $282,853 | — | — |
| 2023 | $291,400 | — | $291,400 | — | — |
| 2022 | $304,197 | — | $304,197 | — | — |