# Everett Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/everett-group-llc-401k-plan

> Everett Group LLC's 401(k) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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