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Original filing (PDF)20250917081733NAL0000371442001
EVERNOTE CORPORATION
Form 5500
FILING_RECEIVED
EVERNOTE CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
268
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
32 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
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERNOTE CORPORATION.
Plan sponsor
Name
EVERNOTE CORPORATION
EIN
20-1897663
Address
9405 GLENCREST WAY · RALEIGH, NC · 27613
Phone
(551) 427-8647
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-17
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
32 direct securities· $24.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.7M | 15.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.3M | 13.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.8M | 11.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.5M | 10.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $2.2M | 9.1% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $1.1M | 4.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $996K | 4.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $871K | 3.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $859K | 3.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $745K | 3.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $572K | 2.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $545K | 2.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $538K | 2.2% | |
| BlackRock Mid-Cap Growth Equity K BlackRock 0 | — | — | — | $538K | 2.2% | |
| BlackRock Equity Dividend K BlackRock 0 | — | — | — | $514K | 2.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $486K | 2.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $396K | 1.6% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $221K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $176K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $158K | 0.7% | |
| Voya Small Cap Growth R6 Voya 0 | — | — | — | $147K | 0.6% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | — | — | — | $139K | 0.6% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $137K | 0.6% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $119K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $105K | 0.4% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $102K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $86K | 0.4% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $64K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $39K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $13K | <0.1% | |
| PIMCO Real Return Instl PIMCO 0 | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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