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EVERGE INTERESTS, INC. — EVERGE INTERESTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250528161433NAL0007228001001
EVERGE INTERESTS, INC.
Form 5500
FILING_RECEIVED
EVERGE INTERESTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
100% employer stock
Active participants
31
Accounts w/ balance
108
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EVERGE INTERESTS, INC.
.
Find decision makers
Plan sponsor
Name
EVERGE INTERESTS, INC.
EIN
47-0847076
Address
1079 W. ROUND GROVE ROAD, · SUITE 300-311 · LEWISVILLE, TX · 75067
Phone
(972) 608-1800
Industry
Management of Companies / Holdings
see 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
2025-05-28
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BODWELL VASEK WELLS DESIMONE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $1.6M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
EVERGE INTERESTS, INC. 6,710.22199 COMMON STOCKS
—
—
$197K
$1.6M
100.0%
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Knocking points off
Top holding "EVERGE INTERESTS, INC. 6,710.22199 COMMON STOCKS" is 100% of plan.
100% of plan in employer / sponsor stock.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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