Plan Sponsor signed Everise, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everise, Inc.'s EIN is 27-2209310.
Download the official 2024 Form 5500 (PDF) for Everise, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everise, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $194K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $75K | — |
| AMERICAN LIFE INSURANCE CO | 35-0145825 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2035 K | Other securities | — | — | $1.9M | 14.0% | |
| BLACKROCK LIFEPATH INDEX 2045 K | Other securities | — | — | $1.8M | 13.3% | |
| BLACKROCK LIFEPATH INDEX 2055 K | Other securities | — | — | $1.5M | 11.1% | |
| BLACKROCK LIFEPATH INDEX 2040 K | Other securities | — | — | $1.5M | 10.9% | |
| BLACKROCK LIFEPATH INDEX 2050 K | Other securities | — | — | $1.4M | 10.6% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K | Other securities | — | — | $1.3M | 9.7% | |
| BLACKROCK LIFEPATH INDEX 2030 K | Other securities | — | — | $1.3M | 9.2% | |
| BLACKROCK LIFEPATH INDEX 2060 K | Other securities | — | — | $1.1M | 8.2% | |
| BLACKROCK LIFEPATH INDEX 2065 K | Other securities | — | — | $526K | 3.9% | |
| EI FIXED ACCOUNT - SERIES CLASS I | Other securities | — | — | $407K | 3.0% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $343K | 2.5% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $237K | 1.7% | |
| Alternate Fixed Account | Other securities | — | — | $164K | 1.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $42K | 0.3% | |
| JANUS HENDERSON GLOBAL TECH INNOVATION N | Mutual Funds | — | — | $37K | 0.3% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $6K | <0.1% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $4K |
| — |
