# Everstream Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/everstream-solutions-llc-364742361-001

> Everstream Solutions, LLC's 401(k) plan: 313 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Everstream Solutions, LLC

- **Sponsor EIN:** 364742361

- **Sponsor Address:** 1228 EUCLID AVENUE, CLEVELAND, OH, 44115

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

- **Plan Number:** 001

- **Total Participants:** 313

- **Total Assets:** $17.3M

## 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.|

| 2025|313|$17.3M|$0|$0|

| 2024|262|$17.5M|$1.0M|$1.8M|

| 2023|326|$16.3M|$1.1M|$1.9M|

| 2022|340|$15.0M|$1.1M|$2.0M|

## 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|

| GLOBAL RETIREMENT PARTNERS|Other Service Provider|—|$45,026|$45,026|

| M2B RETIREMENT CONSUL LLC|Other Service Provider|$9,005|—|$9,005|

| M2B RETIREMENT CONSUL LLC|Recordkeeper|—|$8,849|$8,849|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,880

- **Estimated Expense Ratio:** 0.363% 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|

| 2025|$5,894,541|$9,005|$6,614|—|—|

| 2024|$19,596|$8,421|$9,625|—|—|

| 2023|$7,650|—|$7,650|—|—|

| 2022|$25,876|—|$25,876|—|—|

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