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Original filing (PDF)20251015155313NAL0006828736001
EVERQUOTE, INC.
Form 5500
FILING_RECEIVED
EVERQUOTE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
247
Accounts w/ balance
439
Plan assets (EOY)
$31.6M
Net assets (EOY)
$31.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERQUOTE, INC..
Plan sponsor
Name
EVERQUOTE, INC.
EIN
26-3101161
Address
141 PORTLAND ST FL 7 · CAMBRIDGE, MA · 021391954
Phone
(617) 229-7009
Industry
Finance & Insurancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
Investments
20 direct securities · 14 pooled funds· $31.5M(100% of reported assets)
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.
Common Collective Trust
$19.8M
12 holdings
Uncategorized
$10.7M
20 holdings
Pooled Separate Account
$979K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $3.8M | 12.0% | |
| iShares S&P 500 Index Fund Mutual fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $324K | 1.0% | |
| Columbia Dividend Income Fund Mutual fund | — | — | — | $290K | 0.9% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $287K | 0.9% | |
| Allspring Special Mid Cap Value Fund Mutual fund | — | — | — | $273K | 0.9% | |
| ClearBridge Small Cap Growth Fund Mutual fund | — | — | — | $257K | 0.8% | |
| Vanguard Emerging Markets Stock Index | — | — | — | $252K | 0.8% | |
| Fund/United States Mutual fund American Balanced Fund Mutual fund | — | — | — | $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 | — | — | — | $141K | 0.4% | |
| Cohen & Steers Institutional Realty Shares Inc Mutual fund | — | — | — | $94K | 0.3% | |
| Hartford MidCap Fund/The Mutual fund | — | — | — | $67K | 0.2% | |
| Eaton Vance Income Fund of Boston Mutual fund | — | — | — | $50K | 0.2% | |
| Principal Fixed Income Guaranteed Option Group annuity contract interest crediting rate of 1.55% | — | — | — | $43K | 0.1% | |
| Delaware Small Cap Value Fund Mutual fund | — | — | — | $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) | — | — | — | $8K | <0.1% | |
| Voya Intermediate Bond Fund Mutual fund | — | — | — | $8K | <0.1% | |
| (E) | — | — | — | $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% |