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Original filing (PDF)20251002140411NAL0000922976001
EVER GREEN ENERGY, INC.
Form 5500
FILING_RECEIVED
EVER-GREEN ENERGY, INC. 401(K) SALARY DEFERRAL RETIREMENT PLAN - OFFICE & SUPERVISORY
401(k) retirement plan
Active participants
119
Accounts w/ balance
139
Plan assets (EOY)
$32.7M
Net assets (EOY)
$32.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVER GREEN ENERGY, INC..
Plan sponsor
Name
EVER GREEN ENERGY, INC.
EIN
41-1938761
Address
305 ST PETER STREET · ST. PAUL, MN · 55102
Phone
(651) 292-1995
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
Investments
26 direct securities · 2 pooled funds· $32.7M(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.
Uncategorized
$25.4M
25 holdings
Common Collective Trust
$5.7M
2 holdings
Mutual Funds
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral N/R | — | — | — | $4.7M | 14.3% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.0M | 12.2% | |
| Vanguard Mid-Cap Index Fund Admiral N/R | — | — | — | $2.7M | 8.2% | |
| Investor Vanguard Target Retirement 2035 Fund N/R | — | — | — | $2.1M | 6.5% | |
| Institutional Harbor Capital Appreciation Fund N/R | — | — | — | $1.8M | 5.5% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY EUROPACIFIC GROWTH TRUST R1 · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.2% | |
| Investor Vanguard Equity Income Fund Admiral N/R | — | — | — | $1.7M | 5.1% | |
| American Century American Century Government Bond Fund N/R | Mutual Funds | — | — | $1.7M | 5.1% | |
| PIMCO Total Return Fund Institutional N/R | — | — | — | $1.6M | 4.8% | |
| Vanguard Small-Cap Index Fund Admiral N/R | — | — | — | $1.5M | 4.6% | |
| Dodge & Cox Dodge & Cox Stock X N/R | — | — | — | $1.4M | 4.3% | |
| Investor Dodge & Cox Dodge & Cox International Stock Fund X N/R | — | — | — | $1.2M | 3.7% | |
| Investor Vanguard Target Retirement 2030 Fund N/R | — | — | — | $893K | 2.7% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $795K | 2.4% | |
| Investor Vanguard Target Retirement 2040 Fund N/R | — | — | — | $767K | 2.3% | |
| PIMCO Real Return Fund Institutional N/R | — | — | — | $697K | 2.1% | |
| Vanguard Emerging Markets Select Stock N/R | — | — | — | $576K | 1.8% | |
| Investor Vanguard Target Retirement 2045 Fund N/R | — | — | — | $484K | 1.5% | |
| DFA US Targeted Value Portfolio N/R | — | — | — | $459K | 1.4% | |
| R5 American Funds Baron Small Cap Fund Institutional N/R | — | — | — | $400K | 1.2% | |
| Investor Vanguard Target Retirement 2055 Fund N/R | — | — | — | $379K | 1.2% | |
| Participant Loans Interest rates: 4.25%-9.50% $0 | — | — | — | $344K | 1.1% | |
| Institutional Nuveen Real Estate Securities Fund R6 N/R | — | — | — | $340K | 1.0% | |
| Investor Vanguard Target Retirement Income Fund N/R | — | — | — | $168K | 0.5% | |
| Investor Vanguard Target Retirement 2025 Fund N/R | — | — | — | $160K | 0.5% | |
| Investor Vanguard Target Retirement 2065 Fund N/R | — | — | — | $106K | 0.3% | |
| Investor Vanguard Target Retirement 2060 Fund N/R | — | — | — | $81K | 0.2% | |
| Vanguard Target Retirement 2020 Fund N/R | — | — | — | $22K | <0.1% |