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Original filing (PDF)20251103154052NAL0006097729001
EVERETT GROUP LLC
Form 5500
FILING_RECEIVED
EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
311
Accounts w/ balance
250
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 95% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERETT GROUP LLC.
Plan sponsor
Name
EVERETT GROUP LLC
EIN
20-5693520
Address
21115 I-30, · BRYANT, AR · 72022
Phone
(501) 315-7100
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
2025-11-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3J · U.S. plan covering Puerto Rico residents
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $36K | — |
| FIRST SECURITY BANK | 71-0159420 | — | NONE | $33K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $30K | — |
| FORVIS, LLP | 44-0160260 | — | NONE | $7K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $0 | — |
Investments
27 direct securities· $17.7M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund; mutual fund; 110,734.0370 shares | — | — | $111K | $3.3M | 16.7% | |
| Hartford Schroders International Stock Fund; mutual fund; 113,924.224 shares | — | — | $114K | $2.0M | 10.2% | |
| JPMorgan Large Cap Growth Fund Class R6; mutual fund; 22,635.3220 shares | — | — | $23K | $1.9M | 9.7% | |
| JPMorgan Core Plus Bond Fund; mutual fund; 239,428.7290 shares | — | — | $239K | $1.7M | 8.7% | |
| Vanguard Target Retirement 2035 Fund; mutual fund; 68,533.8760 shares | — | — | $69K | $1.6M | 8.4% | |
| Fidelity 500 Index Fund; mutual fund; 7,272.654 shares | — | — | $7K | $1.5M | 7.6% | |
| Vanguard Windsor II Fund; mutual fund; 15,036.5420 shares | — | — | $15K | $1.2M | 6.0% | |
| JPMorgan Mid Cap Growth Fund R6; mutual fund; 20,774.6000 shares | — | — | $21K | $1.1M | 5.5% | |
| Vanguard Target Retirement 2055 Fund; mutual fund; 14,004.6080 shares | — | — | $14K | $779K | 4.0% | |
| Notes receivable from participants Interest ranging from 4.25% to 9.50% | — | — | — | $596K | 3.0% | |
| Undiscovered MGRS Behavioral Value R6; mutual fund; 6,968.2020 shares | — | — | $7K | $587K | 3.0% | |
| Vanguard Target Retirement 2065 Fund; mutual fund; 13,308.3650 shares | — | — | $13K | $447K | 2.3% | |
| Charles Schwab Retirement Government Money Fund; money market fund; 335,245.610 shares | — | — | $335K | $335K | 1.7% | |
| T Rowe T Rowe Price Mid Cap Value; mutual fund; 6,257.7200 shares | — | — | $6K | $200K | 1.0% | |
| Janus Henderson Venture Fund; mutual fund; 1,217.7310 shares | — | — | $1K | $104K | 0.5% | |
| Fidelity Middle Cap Index; mutual fund; 2,696.614 shares | — | — | $3K | $91K | 0.5% | |
| Vanguard Target Retirement Income Fund; mutual fund; 5,476.2220 shares | — | — | $5K | $72K | 0.4% | |
| Vanguard Target Retirement 2060 Fund; mutual fund; 827.8000 shares | — | — | — | $42K | 0.2% | |
| Vanguard Developed Markets Index Fund; mutual fund; 2,285.9640 shares | — | — | $2K | $35K | 0.2% | |
| Vanguard Target Retirement 2040 Fund; mutual fund; 794.8270 shares | — | — | — | $34K | 0.2% | |
| Vanguard Target Retirement 2030 Fund; mutual fund; 822.7630 shares | — | — | — | $31K | 0.2% | |
| Vanguard Target Retirement 2050 Fund; mutual fund; 310.6160 shares | — | — | — | $15K | <0.1% | |
| Vanguard Small Cap Index Fund-Adm; mutual fund; 123.0660 shares | — | — | — | $14K | <0.1% | |
| Guggenheim Investments Guggenheim Macro Opportunities Fund; mutual fund; 433.362 shares | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2020 Fund; mutual fund; 148.9630 shares | — | — | — | $4K | <0.1% | |
| JPMorgan Government Bond Fund Class R6; mutual fund; 244.3720 shares | — | — | — | $2K | <0.1% | |
| GQG Partners GQG Partners Emerging Markets Equity; mutual fund; 89.059 shares | — | — | — | $1K | <0.1% |