# The William Everett Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-william-everett-group-inc-401k-plan

> The William Everett Group, INC.'s 401(k) plan: 131 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** The William Everett Group, INC.

- **Sponsor EIN:** 261317039

- **Sponsor Address:** 35 E WACKER DR #3100, CHICAGO, IL, 60601

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

- **Total Participants:** 131

- **Total Assets:** $1.2M

## 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.|

| 2023|131|$1.2M|$0|$390,764|

| 2022|131|$724,692|$0|$267,985|

## 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|

| OSTROW REISIN BERK & ABRAMS, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSTROW REISIN BERK & ABRAMS, LTD.](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd) — 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|

| 2023|$4,306|$4,306|—|—|—|

| 2022|$1,806|$1,806|—|—|—|

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