Plan Snapshot
- Plan Sponsor: Evernest Holdings, LLC
- Sponsor EIN: 800158684
- Sponsor Address: 1701 OXMOOR ROAD, BIRMINGHAM, AL, 35209
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 174 | $2.2M | $298,300 | $541,169 |
| 2023 | 173 | $2.2M | $294,361 | $494,713 |
| 2022 | 107 | $589,286 | $168,275 | $254,129 |