Colby Dalton signed Everquote, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everquote, Inc.'s EIN is 26-3101161.
Download the official 2024 Form 5500 (PDF) for Everquote, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everquote, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.4M | 17.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.7M | 14.9% | |
| Vanguard Total Stock Market Index Fund Mutual fund | Common Collective Trusts | — | — | $3.8M | 12.0% | |
| iShares S&P 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.6M | 11.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.4M | 10.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.1M | 6.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 6.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $832K | 2.6% | |
| Fidelity Advisor New Insights Fund Mutual fund | Mutual Funds | — | — | $528K | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $515K | 1.6% | |
| Vanguard Total International Stock Index Fund Mutual fund | Common Collective Trusts | — | — | $501K | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $463K | 1.5% | |
| iShares MSCI EAFE International Index Fund Mutual fund | Common Collective Trusts | — | — | $324K | 1.0% | |
| Columbia Dividend Income Fund Mutual fund | Other securities | — | — | $290K | 0.9% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | — | $287K | 0.9% | |
| Allspring Special Mid Cap Value Fund Mutual fund | Other securities | — | — | $273K | 0.9% | |
| ClearBridge Small Cap Growth Fund Mutual fund | Other securities | — | — | $257K | 0.8% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $252K | 0.8% | |
| Fund/United States Mutual fund American Balanced Fund Mutual fund | Other securities | — | — | $185K | 0.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $154K | 0.5% | |
| Vanguard Short-Term Corporate Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $141K | 0.4% | |
| Cohen & Steers Institutional Realty Shares Inc Mutual fund | Common Stocks | — | — | $94K | 0.3% | |
| Hartford MidCap Fund/The Mutual fund | Other securities | — | — | $67K | 0.2% | |
| Eaton Vance Income Fund of Boston Mutual fund | Other securities | — | — | $50K | 0.2% | |
| Principal Fixed Income Guaranteed Option Group annuity contract interest crediting rate of 1.55% | Bonds / Notes | — | — | $43K | 0.1% | |
| Delaware Small Cap Value Fund Mutual fund | Other securities | — | — | $37K | 0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $22K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $18K | <0.1% | |
| (E) | Other securities | — | — | $8K | <0.1% | |
| Voya Intermediate Bond Fund Mutual fund | Other securities | — | — | $8K | <0.1% | |
| (E) | Other securities | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $572 | <0.1% |
