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Original filing (PDF)20251015163046NAL0005425777001
ENPROVERA CORP.
Form 5500
FILING_RECEIVED
THE ENPROVERA CORP PLUS 401(K) PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
207
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
29 pooled trusts
Schedule D
25 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 (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENPROVERA CORP..
Plan sponsor
Name
ENPROVERA CORP.
EIN
46-2057374
Address
410 S WARE BLVD · STE 404 · TAMPA, FL · 33619
Phone
(888) 481-2843
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $983 | — |
Investments
7 direct securities · 29 pooled funds· $2.9M(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.
Pooled Separate Account
$2.1M
29 holdings
Uncategorized
$763K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $504K | 23.0% | |
| John Hancock Life Insurance Co. JH Lifetime Blend 2030 | — | — | — | $367K | 16.8% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $365K | 16.7% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $205K | 9.4% | |
| John Hancock Life Insurance Co. JH Lifetime Blend 2060 | — | — | — | $202K | 9.2% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $201K | 9.2% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $166K | 7.6% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 6.7% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 5.6% | |
| John Hancock Life Insurance Co. JH Lifetime Blend 2050 | — | — | — | $98K | 4.5% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $97K | 4.4% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $57K | 2.6% | |
| John Hancock Life Insurance Co. JH Lifetime Blend 2045 | — | — | — | $55K | 2.5% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 2.5% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 1.4% | |
| John Hancock Life Insurance Co. Vanguard Value Index Fund | — | — | — | $26K | 1.2% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 1.2% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 1.2% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 1.0% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 1.0% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.7% | |
| John Hancock Life Insurance Co. JH Multimanager Conserv LS | — | — | — | $13K | 0.6% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.6% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.4% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.4% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.3% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| John Hancock Life Insurance Co. JH Lifetime Blend 2025 | — | — | — | $3K | 0.1% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | 0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $543 | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $521 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $250 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $74 | <0.1% |
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