Kiristen Bivaud signed Everbridge, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everbridge, Inc.'s EIN is 26-2919312.
Download the official 2024 Form 5500 (PDF) for Everbridge, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everbridge, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP | 41-1931920 | — | ADVISOR | $65K | — |
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 Management Trust Co. FID 500 INDEX | Common Collective Trusts | — | — | $17.7M | 19.1% | |
| BlackRock BLKRK LP IDX 2040 K | Common Collective Trusts | — | — | $9.0M | 9.7% | |
| BlackRock BLKRK LP IDX 2045 K | Common Collective Trusts | — | — | $7.4M | 8.0% | |
| BlackRock BLKRK LP IDX 2050 K | Common Collective Trusts | — | — | $7.3M | 7.9% | |
| BlackRock BLKRK LP IDX 2055 K | Common Collective Trusts | — | — | $7.2M | 7.7% | |
| AB LG CAP GRTH Z | Other securities | — | — | $5.7M | 6.1% | |
| BlackRock BLKRK LP IDX 2035 K | Common Collective Trusts | — | — | $5.6M | 6.1% | |
| BlackRock BLKRK LP IDX 2060 K | Common Collective Trusts | — | — | $4.7M | 5.0% | |
| BlackRock BLKRK LP IDX 2030 K | Common Collective Trusts | — | — | $4.6M | 4.9% | |
| BlackRock BLKRK LP IDX RTMT K | Common Collective Trusts | — | — | $3.8M | 4.1% | |
| American Funds AF AMER MUTUAL R6 | Mutual Funds | — | — | $2.3M | 2.5% | |
| Fidelity Management Trust Co. FID MID CAP IDX | Common Collective Trusts | — | — | $1.9M | 2.1% | |
| Janus Henderson J H ENTERPRISE N | Mutual Funds | — | — | $1.8M | 1.9% | |
| Janus Henderson J H BALANCED N | Mutual Funds | — | — | $1.6M | 1.8% | |
| Fidelity Advisor FA SMALL CAP GR Z | Mutual Funds | — | — | $1.6M | 1.7% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $1.4M | 1.5% | |
| Fidelity Management Trust Co. FID SM CAP IDX | Common Collective Trusts | — | — | $1.4M | 1.5% | |
| Fidelity Advisor FA INTL CAP APP Z | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Management Trust Co. FID US BOND IDX | Common Collective Trusts | — | — | $1.1M | 1.2% | |
| Fidelity Management Trust Co. FID INTL INDEX | Mutual Funds | — | — | $1.1M | 1.2% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $966K | 1.0% | |
| Participant loans Interest at rates ranging from 4.25% to 9.5% -0- | Bonds / Notes | — | — | $724K | 0.8% | |
| Victory S EST VAL R6 | Other securities | — | — | $672K | 0.7% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $516K | 0.6% | |
| Cohen & Steers C&S REAL ESTATE Z | Other securities | — | — | $465K | 0.5% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $405K | 0.4% | |
| MFS NEW DISC VAL R6 | Mutual Funds | — | — | $308K | 0.3% | |
| Invesco INVS CORE BOND R6 | Mutual Funds | — | — | $303K | 0.3% | |
| Fidelity Management Trust Co. FID GOVT MMKT K6 | Mutual Funds | — | — | $42K | <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 |
|---|---|---|---|---|---|
| TURNER, WARREN, HWANG & CONRAD AC | 95-4083485 | — | ACCOUNTANT/AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
