Plan Snapshot
- Plan Sponsor: Everise, INC.
- Sponsor EIN: 272209310
- Sponsor Address: 600 N PINE ISLAND ROAD, PLANTATION, FL, 33324
- Plan Type: 401(k)
- Total Participants: 3,151
- Total Assets: $13.7M
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 | 3,151 | $13.7M | $0 | $3.1M |
| 2023 | 3,853 | $13.1M | $0 | $3.2M |
| 2022 | 3,958 | $11.5M | $14 | $3.6M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $270,967 | $54,845 | — | — | — |
| 2023 | $160,134 | — | $160,134 | — | — |
| 2022 | $138,633 | $44,394 | $94,239 | — | — |