Employers › EverCharge
Recordkeeping fees per participant · Evercharge 401(k) Plan · plan year 2024
$10.08
Higher than 9% of the 7,477 plans $1 to 10M that report it.
= $1,592 / 158
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250624220149NAL0007631073029, received 2025-06-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250624220149NAL0007631073029, received 2025-06-24
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-24.
Administrative expenses excluding investment management, per participant
$10.08
Higher than 7% of the 14,713 plans $1 to 10M that report it.
= $1,592 / 158
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250624220149NAL0007631073029, received 2025-06-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250624220149NAL0007631073029, received 2025-06-24
Administrative expenses per participant
$34.08
Higher than 16% of the 15,210 plans $1 to 10M that report it.
= $5,384 / 158
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250624220149NAL0007631073029, received 2025-06-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250624220149NAL0007631073029, received 2025-06-24
Administrative expenses as a share of assets
0.089%
Higher than 13% of the 15,243 plans $1 to 10M that report it.
= $5,384 / $6,036,399
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250624220149NAL0007631073029, received 2025-06-24
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250624220149NAL0007631073029, received 2025-06-24
Employer contributions per participant
$4,779
Higher than 98% of the 13,342 plans $1 to 10M that report it.
= $755,115 / 158
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250624220149NAL0007631073029, received 2025-06-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250624220149NAL0007631073029, received 2025-06-24
Employer share of total contributions
34.8%
Higher than 71% of the 13,370 plans $1 to 10M that report it.
= $755,115 / $2,166,965
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250624220149NAL0007631073029, received 2025-06-24
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250624220149NAL0007631073029, received 2025-06-24
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250624220149NAL0007631073029, received 2025-06-24
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EVERCHARGE INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Plan name | EVERCHARGE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Sponsor EIN / plan number | 80-0281465 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Sponsor location | SAN FRANCISCO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Industry (business code) | 541511, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Filing received | 2025-06-24 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Participants, beginning of year | 150 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Active participants | 116 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Participants, end of year | 167 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Participants with an account balance | 158 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Total assets, beginning of year | $3,618,246 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Total assets, end of year | $6,036,399 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Net assets, end of year | $6,036,399 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Total income | $2,762,707 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Net income | $2,418,153 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Employer contributions | $755,115 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Participant contributions | $1,275,279 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Other contributions (incl. rollovers) | $136,571 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Total contributions | $2,166,965 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Benefit payments | $339,170 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Total expenses (incl. benefit payments) | $344,554 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Total administrative expenses | $5,384 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Recordkeeping fees | $1,592 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Investment advisory and management fees | $3,792 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Administrative expenses excluding investment management | $1,592 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Held in mutual funds | $5,964,073 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250624220149NAL0007631073029, received 2025-06-24 |
| Independent auditor | PENSION ASSURANCE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250624220149NAL0007631073029, received 2025-06-24 |
Position = column in the DOL layout for form year 2024. Filing 20250624220149NAL0007631073029, received 2025-06-24.
No Schedule C line 2 providers are listed on this filing.
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250624220149NAL0007631073029, received 2025-06-24.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,618,246 | $6,036,399 | 66.8% |
| Participants with a balance | 137 | 158 | 15.3% |
| Administrative expenses | $2,246 | $5,384 | 139.7% |
| Recordkeeping fees per participant | not reported | $10.08 | |
| Employer contributions | $622,361 | $755,115 | 21.3% |
Prior filing 20240703093310NAL0004222035039, received 2024-07-03; the plan years are contiguous.
Sponsor name as filed: EVERCHARGE INC.; SEC registrant: EverCharge, Inc. (CIK 1646971, matched by EIN).