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

> Everquote, INC.'s 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 263101161

- **Sponsor Address:** 141 PORTLAND ST FL 7, CAMBRIDGE, MA, 021391954

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

- **Total Participants:** 247

- **Total Assets:** $31.6M

## 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|247|$31.6M|$2.4M|$2.8M|

| 2023|301|$25.9M|$691,642|$2.7M|

| 2022|582|$21.0M|$795,851|$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|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — 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|$5,218|—|$5,218|—|—|

| 2023|$13,095|—|$13,095|—|—|

| 2022|$11,350|—|$11,350|—|—|

## Similar Plans

- [Xceedance, INC.](https://planprovider.pro/companies/xceedance-inc-401k-plan) — 216 participants

- [Xs Brokers](https://planprovider.pro/companies/xs-brokers-401k-plan) — 203 participants

- [Davies Life & Health, INC.](https://planprovider.pro/companies/davies-life-health-inc-401k-plan) — 177 participants

- [Risk Management Foundation Of The Harvard Medical Institutions, INC.](https://planprovider.pro/companies/risk-management-foundation-of-the-harvard-medical-institutions-inc-401k-plan) — 174 participants

- [Associated Insurance Management, LLC](https://planprovider.pro/companies/associated-insurance-management-llc-401k-plan) — 165 participants

- [Ametros Financial Corporation](https://planprovider.pro/companies/ametros-financial-corporation-401k-plan) — 161 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/everquote-inc-401k-plan)

© 2026 PlanProvider.Pro