Plan Snapshot
- Plan Sponsor: Everservice Holdings, LLC
- Sponsor EIN: 831972213
- Sponsor Address: 15600 N BLACK CYN HWY C200, PHOENIX, AZ, 85053
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $8.6M
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 | 420 | $8.6M | $586,874 | $1.1M |
| 2023 | 461 | $6.7M | $505,690 | $893,469 |
| 2022 | 468 | $4.6M | $372,603 | $668,370 |
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 |
|---|---|---|---|---|---|
| 2024 | $87,541 | — | $87,541 | — | — |
| 2023 | $65,398 | — | $65,398 | — | — |
| 2022 | $55,649 | — | $55,649 | — | — |