# Eversight 403(b) Plan
Source: https://planprovider.pro/companies/eversight-403b-plan

> Eversight's 403(b) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eversight

- **Sponsor EIN:** 382117115

- **Sponsor Address:** 3985 RESEARCH PARK DR, ANN ARBOR, MI, 481082282

- **Plan Type:** 403(b)

- **Total Participants:** 160

- **Total Assets:** $26.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|160|$26.2M|$528,117|$542,650|

| 2023|159|$23.1M|$561,475|$548,115|

| 2022|124|$19.9M|$515,392|$574,303|

## 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|

| CAPTRUST|Other Service Provider|$29,434|—|$29,434|

| TIAA|Other Service Provider|$18,981|—|$18,981|

| RETIREMENT PLAN AUDIT SERVICES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CAPTRUST](https://planprovider.pro/provider/captrust) — Other Service Provider

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [RETIREMENT PLAN AUDIT SERVICES, LLC](https://planprovider.pro/provider/retirement-plan-audit-services-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,415

- **Estimated Expense Ratio:** 0.185% 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|$48,415|$29,434|$18,981|—|—|

| 2023|$23,591|$8,905|$14,686|—|—|

| 2022|$31,542|—|$31,542|—|—|

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