Plan Snapshot
- Plan Sponsor: Everstream Solutions, LLC
- Sponsor EIN: 364742361
- Sponsor Address: 1228 EUCLID AVENUE, CLEVELAND, OH, 44115
- Plan Type: 401(k)
- 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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 |
|---|---|---|---|---|---|
| 2025 | $17,984 | $9,005 | $6,614 | — | — |
| 2024 | $19,596 | $8,421 | $9,625 | — | — |
| 2023 | $7,650 | — | $7,650 | — | — |
| 2022 | $25,876 | — | $25,876 | — | — |