AUMdb

Everquote 401(k) Plan

Sponsored by Everquote, Inc. · EIN 263101161 · Plan #001

Total assets
$31.6M
Net assets
$31.6M
Active participants
247
With balances
439

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $7,204