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Original filing (PDF)20251003163919NAL0000973123001
EVERIDGE, INC.
Form 5500
FILING_RECEIVED
EVERIDGE EMPLOYEE 401(K) PLAN
401(k) retirement plan
Active participants
498
Accounts w/ balance
708
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 116% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERIDGE, INC..
Plan sponsor
Name
EVERIDGE, INC.
EIN
20-3688273
Address
15600 37TH AVENUE N, #100 · PLYMOUTH, MN · 55446
Phone
(763) 543-2386
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ABDO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $68K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | INVESTMENT ADVISORY - P | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABDO | 41-1397419 | — | AUDITOR | $10K | — |
Investments
27 direct securities · 2 pooled funds· $22.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.9M
27 holdings
Common Collective Trust
$2.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Dynamic Retirement K Mutual Funds | — | — | — | $3.7M | 19.1% | |
| BlackRock LifePath Dynamc 2030 K Mutual Funds | — | — | — | $2.1M | 10.9% | |
| BlackRock LifePath Dynamc 2040 K Mutual Funds | — | — | — | $1.5M | 8.0% | |
| Wilmington AB US Lg Cap Gr L | — | — | — | $1.5M | 7.8% | |
| AB US LG CAP GR L WILMINGTON · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.5M | 7.8% | |
| BlackRock LifePath Dynamc 2035 K Mutual Funds | — | — | — | $1.5M | 7.8% | |
| Columbia Small Cap Value II Instl3 Mutual Funds ** 336 Fidelity 500 Index Mutual Funds | — | — | — | $1.3M | 6.6% | |
| BlackRock LifePath Dynamc 2045 K Mutual Funds | — | — | — | $1.1M | 6.0% | |
| BlackRock LifePath Dynamc 2050 K Mutual Funds | — | — | — | $1.1M | 5.6% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $1.0M | 5.3% | |
| Putnam Stable Value Collective Investment Trust | — | — | — | $1.0M | 5.3% | |
| Putnam Large Cap Value R6 Mutual Funds | — | — | — | $562K | 2.9% | |
| MFS International Diversification R6 Mutual Funds | — | — | — | $504K | 2.6% | |
| JHancock Disciplined Value Mid Cap R6 Mutual Funds | — | — | — | $500K | 2.6% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | — | — | — | $500K | 2.6% | |
| BlackRock LifePath Dynamc 2055 K Mutual Funds | — | — | — | $417K | 2.2% | |
| Notes receivable from participants Bearing interest at 4.25%-10.00% - | — | — | — | $414K | 2.2% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $341K | 1.8% | |
| Invesco Discovery R6 Mutual Funds | — | — | — | $335K | 1.7% | |
| BlackRock LifePath Dyn 2060 K Mutual Funds | — | — | — | $282K | 1.5% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $243K | 1.3% | |
| BlackRock Mid Cap Growth Equity K Mutual Funds | — | — | — | $240K | 1.3% | |
| John Hancock JHancock Bd R6 | — | — | — | $235K | 1.2% | |
| JHancock Bond R6 Mutual Funds | — | — | — | $235K | 1.2% | |
| BlackRock LifePath Dynamic 2065 K Mutual Funds | — | — | — | $141K | 0.7% | |
| Fidelity Total International Index Mutual Funds | — | — | — | $66K | 0.3% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $46K | 0.2% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $40K | 0.2% | |
| PIMCO Income Instl Mutual Funds | — | — | — | $11K | <0.1% |
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