# Everidge, INC. 401(k) Plan
Source: https://planprovider.pro/companies/everidge-inc-401k-plan

> Everidge, INC.&#39;s 401(k) plan: 498 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Everidge, INC.

- **Sponsor EIN:** 203688273

- **Sponsor Address:** 15600 37TH AVENUE N, #100, PLYMOUTH, MN, 55446

- **Plan Type:** 401(k)

- **Total Participants:** 498

- **Total Assets:** $19.2M

## 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|498|$19.2M|$493,446|$1.5M|

| 2023|508|$16.1M|$429,716|$1.4M|

| 2022|490|$12.9M|$341,867|$1.2M|

## 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|

| ABDO, LLP|Auditor|$9,500|—|$9,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,500

- **Estimated Expense Ratio:** 0.050% 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|$120,149|$42,870|—|$9,500|—|

| 2023|$78,781|—|$78,781|—|—|

| 2022|$31,138|—|—|—|$31,138|

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