Plan Snapshot
- Plan Sponsor: Everview Group
- Sponsor EIN: 873667655
- Sponsor Address: 100 MERRICK ROAD, ROCKVILLE CENTRE, NY, 11570
- Plan Type: 401(k)
- Total Participants: 2,194
- Total Assets: $1.7M
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 | 2,194 | $1.7M | $0 | $338,656 |
| 2023 | 2,006 | $1.4M | $25,308 | $322,909 |
| 2022 | 1,935 | $1.6M | $135,782 | $221,937 |
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 |
|---|---|---|---|---|
| GGM ASSOCIATES INC. | 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 | $34,666 | $9,598 | $25,068 | — | — |
| 2023 | $48,294 | $8,882 | $39,412 | — | — |
| 2022 | $54,589 | $76 | $31,995 | — | $22,518 |