Original filing (PDF)20250731090539NAL0005781521001

EVERFI INC

Name: EVERFI INC — EVERFI, INC. RETIREMENT PLAN, Form 5500 (2022)
Creator: EVERFI INC

Form 5500

FILING_RECEIVED

EVERFI, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Late filing · 26.5 mo10 service providers

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERFI INC.

Plan sponsor

Name

EVERFI INC

EIN

26-1818856

Address

65 FAIRCHILD ST · DANIEL ISLAND, SC · 294927505

Phone

(843) 654-3754

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-06-30

Filed

2025-07-31

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)

2S · Automatic enrollment

Service providers (Schedule C)

10 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	NONE	$38K	—
JP MORGAN	13-2624428	—	NONE	$0	—
HARTFORD FUNDS	13-3317783	—	NONE	$0	—
JOHN HANCOCK	04-3483032	—	NONE	$0	—
BLACKROCK FUNDS	04-6171663	—	NONE	$0	—
EAGLEASSET	59-3171014	—	NONE

Investments

1 pooled fund· $0

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.