Plan Snapshot
- Plan Sponsor: Everge Group, LLC
- Sponsor EIN: 752872461
- Sponsor Address: 1079 W. ROUND GROVE RD., LEWISVILLE, TX, 75067
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $10.5M
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 | 67 | $10.5M | $0 | $743,203 |
| 2023 | 52 | $11.5M | $0 | $851,627 |
| 2022 | 92 | $9.6M | $0 | $729,539 |