Plan Snapshot
- Plan Sponsor: Evereve Incorporated
- Sponsor EIN: 562395766
- Sponsor Address: 6800 FRANCE AVE SOUTH, SUITE 700, EDINA, MN, 554351913
- Plan Type: 401(k)
- Total Participants: 614
- Total Assets: $17.1M
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 | 614 | $17.1M | $1.0M | $1.9M |
| 2023 | 630 | $12.8M | $880,484 | $1.6M |
| 2022 | 465 | $8.9M | $794,962 | $1.3M |
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 |
|---|---|---|---|---|
| BOULAY PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOULAY PLLP — 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 | $60,857 | $27,369 | $4,630 | — | — |
| 2023 | $29,588 | — | — | — | — |
| 2022 | $26,452 | — | — | — | — |