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Original filing (PDF)20251013100642NAL0000458915001
EVERISE, INC.
Form 5500
FILING_RECEIVED
EVERISE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~199 bps in Sched C fees
Active participants
3,151
Accounts w/ balance
3,010
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 199 bps in Schedule C fees — 587% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERISE, INC..
Plan sponsor
Name
EVERISE, INC.
EIN
27-2209310
Address
600 N PINE ISLAND ROAD · SUITE 320 · PLANTATION, FL · 33324
Phone
(469) 585-1243
Industry
Professional & Technical Servicessee 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
2025-10-13
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $194K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $75K | — |
| AMERICAN LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
Investments
18 direct securities · 1 pooled fund· $13.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.7M
18 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2035 K | — | — | — | $1.9M | 14.0% | |
| BLACKROCK LIFEPATH INDEX 2045 K | — | — | — | $1.8M | 13.3% | |
| BLACKROCK LIFEPATH INDEX 2055 K | — | — | — | $1.5M | 11.1% | |
| BLACKROCK LIFEPATH INDEX 2040 K | — | — | — | $1.5M | 10.9% | |
| BLACKROCK LIFEPATH INDEX 2050 K | — | — | — | $1.4M | 10.6% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K | — | — | — | $1.3M | 9.7% | |
| BLACKROCK LIFEPATH INDEX 2030 K | — | — | — | $1.3M | 9.2% | |
| BLACKROCK LIFEPATH INDEX 2060 K | — | — | — | $1.1M | 8.2% | |
| BLACKROCK LIFEPATH INDEX 2065 K | — | — | — | $526K | 3.9% | |
| EI FIXED ACCOUNT - SERIES CLASS I | — | — | — | $407K | 3.0% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $343K | 2.5% | |
| FIDELITY 500 INDEX | — | — | — | $237K | 1.7% | |
| Alternate Fixed Account | — | — | — | $164K | 1.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $42K | 0.3% | |
| JANUS HENDERSON GLOBAL TECH INNOVATION N | — | — | — | $37K | 0.3% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $6K | <0.1% | |
| FIDELITY MID CAP INDEX | — | — | — | $2K | <0.1% | |
| PGIM TOTAL RETURN BOND R6 | — | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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