Michael Polis signed Everidge, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everidge, Inc.'s EIN is 20-3688273.
Download the official 2024 Form 5500 (PDF) for Everidge, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everidge, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | INVESTMENT ADVISORY - P | $43K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Dynamic Retirement K Mutual Funds | Other securities | — | — | $3.7M | 19.1% | |
| BlackRock LifePath Dynamc 2030 K Mutual Funds | Other securities | — | — | $2.1M | 10.9% | |
| BlackRock LifePath Dynamc 2040 K Mutual Funds | Other securities | — | — | $1.5M | 8.0% | |
| AB US LG CAP GR L WILMINGTON · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.5M | 7.8% | |
| Columbia Small Cap Value II Instl3 Mutual Funds ** 336 Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $1.3M | 6.6% | |
| BlackRock LifePath Dynamc 2045 K Mutual Funds | Other securities | — | — | $1.1M | 6.0% | |
| BlackRock LifePath Dynamc 2050 K Mutual Funds | Other securities | — | — | $1.1M | 5.6% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $1.0M | 5.3% | |
| Putnam Large Cap Value R6 Mutual Funds | Mutual Funds | — | — | $562K | 2.9% | |
| MFS International Diversification R6 Mutual Funds | Mutual Funds | — | — | $504K | 2.6% | |
| JHancock Disciplined Value Mid Cap R6 Mutual Funds | Other securities | — | — | $500K | 2.6% | |
| BlackRock LifePath Dynamc 2055 K Mutual Funds | Other securities | — | — | $417K | 2.2% | |
| Notes receivable from participants Bearing interest at 4.25%-10.00% - | Bonds / Notes | — | — | $414K | 2.2% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $341K | 1.8% | |
| Invesco Discovery R6 Mutual Funds | Mutual Funds | — | — | $335K | 1.7% | |
| BlackRock LifePath Dyn 2060 K Mutual Funds | Other securities | — | — | $282K | 1.5% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $243K | 1.3% | |
| BlackRock Mid Cap Growth Equity K Mutual Funds | Other securities | — | — | $240K | 1.3% | |
| JHancock Bond R6 Mutual Funds | Other securities | — | — | $235K | 1.2% | |
| BlackRock LifePath Dynamic 2065 K Mutual Funds | Other securities | — | — | $141K | 0.7% | |
| Fidelity Total International Index Mutual Funds | Mutual Funds | — | — | $66K | 0.3% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $46K | 0.2% | |
| Expense Budget Suspense Account Interest-Bearing Cash | Cash / Money Market | — | — | $40K | 0.2% | |
| PIMCO Income Instl Mutual Funds | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABDO | 41-1397419 | — | AUDITOR | $10K | — |
