Plan Snapshot
- Plan Sponsor: Everspring, INC.
- Sponsor EIN: 453277862
- Sponsor Address: 205 W WACKER DR. SUITE 1600, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 178 | $9.0M | $568,832 | $1.2M |
| 2023 | 177 | $7.1M | $571,250 | $1.1M |
| 2022 | 169 | $4.8M | $605,646 | $1.0M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | Auditor | — | — | $0 |
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 | $75,975 | $46,225 | — | — | — |
| 2023 | $54,083 | $34,945 | — | — | — |
| 2022 | $41,137 | $25,723 | $15,414 | — | — |