Plan Ledger DOL Form 5500 · updated monthly

Everstream Solutions, LLC401(k)

EVERSTREAM SOLUTIONS LLC 401K PROFIT SHARING PLAN & TRUST · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Everstream Solutions, LLC reported $19,596 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,901 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.17% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,461st-largest of 3,295 plans among Ohio employers on file, and 6,019th of 11,654 in professional & technical services. In 2024, employees put in $1.79 for every $1.00 the employer contributed; active participation has shrunk from 340 to 262 since 2022.

Plan summary
Net assets, end of year$17,481,420
Participants with balances348
Active participants262
Employer contributions$1,021,978
Employee contributions$1,830,382
Employer contribution per active participant$3,901
Average account balance$50,234
Benefits paid to participants$3,780,450
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$17.3M · 313 accts · $932K emplr
2024$17.5M · 348 accts · $1.0M emplr
2023$16.3M · 434 accts · $1.1M emplr
2022$15.0M · 435 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,625
Investment management$8,421
Total administrative$19,596
The Everstream Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$3,901
Median for plans this size$2,416
2024$3,901 per active participant
2023$3,490 per active participant
2022$3,338 per active participant

Everstream Solutions, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
M2B RETIREMENT CONSUL LLC$8,421
GLOBAL RETIREMENT PARTNERSindirect comp
M2B RETIREMENT CONSUL LLC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$17,984 · 0.10%
2024$19,596 · 0.12%
2023$7,650 · 0.05%
2022$25,876 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Ohio
Slatts Group, LLC OH$18.2M · 0.04%
Resonant Sciences, LLC OH$17.9M · 0.24%
Olon Ricerca Bioscience LLC OH$17.7M · 0.14%
J Becker Solutions Inc OH$17.2M · 0.22%
Patriot Software Company OH$17.2M · 0.27%
Corbus, LLC OH$17.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364742361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.