# Everise, INC. 401(k) Plan
Source: https://planprovider.pro/companies/everise-inc-272209310-501

> Everise, INC.'s 401(k) plan: 5,508 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 272209310

- **Sponsor Address:** 600 N. PINE ISLAND ROAD, PLANTATION, FL, 33324

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

- **Plan Number:** 501

- **Total Participants:** 5,508

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,508|$0|$0|$0|

| 2023|4,098|$0|$0|$0|

| 2022|3,510|$0|$0|$0|

## 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|

| CERPASS RX|Recordkeeper|$96,974|—|$96,974|

| KEY BENEFIT ADMINISTRATORS INC.|Recordkeeper|$56,737|—|$56,737|

| WORLD INSURANCE ASSOCIATES LLC|Insurance Carrier|$46,017|—|$46,017|

| RGI|Recordkeeper|$14,697|—|$14,697|

| AMERICAN HEALTH DATA INSTITUTE|Recordkeeper|$9,648|—|$9,648|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $224,073

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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