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Original filing (PDF)20250811163542NAL0004044163001
EVERLAW, INC.
Form 5500
FILING_RECEIVED
EVERLAW, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
443
Accounts w/ balance
557
Plan assets (EOY)
$43.1M
Net assets (EOY)
$43.1M
How this plan invests
This plan
29 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERLAW, INC..
Plan sponsor
Name
EVERLAW, INC.
EIN
27-4422378
Address
2101 WEBSTER STREET · SUITE 1500 · OAKLAND, CA · 94612
Phone
(408) 891-8238
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
29 direct securities· $42.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $7.7M | 17.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $6.1M | 14.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $5.0M | 11.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $4.4M | 10.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $3.5M | 8.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $3.3M | 7.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.3M | 5.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 4.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $1.7M | 3.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.5M | 3.6% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $699K | 1.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $641K | 1.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $594K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $495K | 1.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $390K | 0.9% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $367K | 0.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $358K | 0.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $323K | 0.7% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $291K | 0.7% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $256K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $255K | 0.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $230K | 0.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $211K | 0.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $179K | 0.4% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $149K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $90K | 0.2% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $76K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $3K | <0.1% |
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