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Original filing (PDF)20250918051544NAL0001395171001
EVERFAST, INC.
Form 5500
FILING_RECEIVED
THE EVERFAST, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
307
Plan assets (EOY)
$39.3M
Net assets (EOY)
$39.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERFAST, INC..
Plan sponsor
Name
EVERFAST, INC.
EIN
13-1758410
Address
578 ROSEDALE RD. SUITE 16 · KENNETT SQUARE, PA · 19348
Phone
(610) 444-9700
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $43K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | 86-1109193 | — | INVESTMENT/FINANCIAL ADVI | $63K | — |
Investments
27 direct securities · 1 pooled fund· $39.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Registered Investment Companies
$37.2M
27 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $6.5M | 16.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $6.3M | 16.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $4.3M | 11.0% | |
| VAN TARG RETIRE 2070 743 REGISTERED INVESTMENT COMPANY VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $3.5M | 9.0% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $2.3M | 5.8% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $2.3M | 5.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $2.1M | 5.5% | |
| VANGUARD RET SAVINGS TRUST VANGUARD FIDICIARY TRUST · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $2.0M | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.7M | 4.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.5M | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 3.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $744K | 1.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $571K | 1.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $506K | 1.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $472K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $238K | 0.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $227K | 0.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $112K | 0.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $103K | 0.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $61K | 0.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $22K | <0.1% | |
| VICTORY RS PARTNERS Y | Registered Investment Companies | — | — | $19K | <0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $9K | <0.1% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $2K | <0.1% |
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