Department of Labor filing

EVERCOMMERCE SOLUTIONS, INC.

EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$3,137

Reported employer contributions per active participant.

Higher than about 46% of comparable plans
#People in the filing
1,574

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$174 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 23% of comparable plans
Investment performance
Not available

Plan assets changed 26.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202439out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions46th percentileTypical peer $3,392 · based on 369 comparable plans
Lower reported administrative expense23rd percentileTypical peer $115 · based on 372 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, EVERCOMMERCE SOLUTIONS, INC. reported $4,937,037 in employer contributions across the plan and 1,574 active participants. That works out to $3,137 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy79%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 21.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 400.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context39/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$4,937,037
Participant contributions
$9,982,588
Other contributions
$2,089,308
Employer share of reported contributions
33.1%
Beginning assets
$64,092,422
Ending assets
$81,078,061
Ending net assets
$81,078,061
Ending liabilities
$0
Total income
$27,505,920
Total expenses
$10,520,281
Administrative expenses
$377,062
Participant loans
$1,036,304

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,589
2023
$2,898
2024
$3,137
Plan-paid administrative expenses per participant
2022
$35
2023
$103
2024
$174
Active participants
2022
1,794
2023
1,637
2024
1,574
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,1371,57481.1M20251013154824NAL0001653793001
2023$2,8981,63764.1M20240905122244NAL0011804819001
2022$2,5891,79443.7M20231006115613NAL0046179122001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
262254146-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2009
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20251013154824NAL0001653793001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗