Marcus Frazier signed Evercommerce Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evercommerce Solutions, Inc.'s EIN is 26-2254146.
Download the official 2024 Form 5500 (PDF) for Evercommerce Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evercommerce Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $241K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $18.5M | 22.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $7.3M | 9.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $5.5M | 6.7% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $5.0M | 6.2% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $3.7M | 4.5% | |
| MFS INTERNATIONAL GROWTH R6 | Mutual Funds | — | — | $3.4M | 4.2% | |
| JPMORGAN US EQUITY R6 | Other securities | — | — | $3.3M | 4.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.3M | 4.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $3.1M | 3.8% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $3.0M | 3.7% | |
| FIDELITY EMERGING MARKETS INDEX | Mutual Funds | — | — | $2.9M | 3.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $2.7M | 3.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $2.4M | 3.0% | |
| EMPOWER KEY GUARANTEED PORTFOLIO FUND, 1.45% | Bonds / Notes | — | — | $2.3M | 2.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $2.3M | 2.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | — | $1.8M | 2.2% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $1.6M | 2.0% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 | Other securities | — | — | $1.5M | 1.9% | |
| INVESCO DISCOVERY R6 | Mutual Funds | — | — | $1.3M | 1.6% | |
| PARTICIPANTS Loans to Participants (interest rates of 5.25% - 10.50%, various maturity dates) | Bonds / Notes | — | — | $1.0M | 1.3% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $810K | 1.0% | |
| VICTORY SYCAMORE SMALL COMPANY OPP R6 | Common Stocks | — | — | $738K | 0.9% | |
| MFS VALUE R6 | Mutual Funds | — | — | $732K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2022 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $553K | 0.7% | |
| PGIM HIGH-YIELD R6 | Other securities | — | — | $432K | 0.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $51K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| TULSA, OK |
| INVESTMENT ADVISOR |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROCK AND COMPANY CPAS PC | — | BOULDER, CO | AUDITOR | $15K | — |
