Plan Snapshot
- Plan Sponsor: Everett Group LLC
- Sponsor EIN: 205693520
- Sponsor Address: 21115 I-30,, BRYANT, AR, 72022
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $19.6M
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 | 311 | $19.6M | $780,609 | $1.5M |
| 2023 | 268 | $16.3M | $786,602 | $1.4M |
| 2022 | 254 | $13.4M | $771,186 | $1.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS. LLP | Auditor | $6,825 | — | $6,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,825
- Estimated Expense Ratio: 0.035% 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 | $111,039 | $32,956 | — | $6,825 | — |
| 2023 | $88,333 | — | $5,325 | $14,249 | — |
| 2022 | $92,465 | $53,220 | $19,925 | — | $19,320 |