Original filing (PDF)20251014115415NAL0005791762001

EVERBRITE, LLC

Name: EVERBRITE, LLC — EVERBRITE, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EVERBRITE, LLC

Form 5500

FILING_RECEIVED

EVERBRITE, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

489

Accounts w/ balance

829

Plan assets (EOY)

$50.1M

Net assets (EOY)

$50.1M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

23 bps in Schedule C fees — modestly above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERBRITE, LLC.

Plan sponsor

Name

EVERBRITE, LLC

EIN

65-1164066

Address

4949 SOUTH 110TH STREET · GREENFIELD, WI · 53220

Phone

(414) 529-3500

Industry

Manufacturingsee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HAWKINS ASH CPA'S

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SPECTRUM INVESTMENT ADVISORS INC	—	MEQUON, WI	INVESTMENT ADVISOR	$83K	—

Investments

30 direct securities · 1 pooled fund· $50.3M(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.

Uncategorized

$45.3M

30 holdings

Common Collective Trust

$5.0M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Mutual Fund N/A	—	—	—	$6.2M	12.3%
Fidelity Balanced Fund Mutual Fund N/A	—	—	—	$5.4M	10.8%
Dodge & Cox Income I Mutual Fund N/A	—	—	—	$5.1M	10.3%
RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013	Common Collective Trust	—	—	$5.0M	10.0%
AB Large Cap Growth ADV Mutual Fund N/A	—	—	—	$4.8M	9.5%
Janus Henderson Balanced I Mutual Fund N/A	—	—	—	$2.9M	5.8%
First Eagle Global R6 Mutual Fund N/A	—	—	—	$2.7M	5.4%
MFS International Diversification R3 Mutual Fund N/A	—	—	—	$2.7M	5.3%
JP Morgan Equity Income R5 Mutual Fund N/A	—	—	—	$1.9M	3.9%
T. Rowe Price Mid-Cap Value Mutual Fund N/A	—	—	—	$1.8M	3.7%
Nuveen International Equity Index R6 Mutual Fund N/A	—	—	—	$1.8M	3.6%
T. Rowe Price Diversified Mid Cap Growth Mutual Fund N/A	—	—	—	$1.3M	2.7%
Fidelity Mid Cap Index Mutual Fund N/A	—	—	—	$1.2M	2.5%
Vanguard Small Cap Value Index Admiral Mutual Fund N/A	—	—	—	$1.2M	2.5%
DFA US Small Cap I Mutual Fund N/A	—	—	—	$1.2M	2.5%
Participant Loans Interest rates range of 4.25% to 9.50% -	—	—	—	$906K	1.8%
Vanguard Inflation-Protected Secs Adm Mutual Fund N/A	—	—	—	$722K	1.4%
Nuveen Real Estate Securities I Mutual Fund N/A	—	—	—	$596K	1.2%
JP Morgan Global Bond Opportunities R6 Mutual Fund N/A	—	—	—	$595K	1.2%
American Funds Small Cap World R5 Mutual Fund N/A	—	—	—	$548K	1.1%
State Street Target Retirement 2030 K Mutual Fund N/A	—	—	—	$320K	0.6%
Schwab SDB Accounts Self-Directed Brokerage Account N/A	—	—	—	$278K	0.6%
State Street Target Retirement 2035 K Mutual Fund N/A	—	—	—	$277K	0.6%
State Street Target Retirement 2060 K Mutual Fund N/A	—	—	—	$146K	0.3%
State Street Target Retirement 2065 K Mutual Fund N/A	—	—	—	$110K	0.2%
State Street Target Retirement 2050 K Mutual Fund N/A	—	—	—	$96K	0.2%
State Street Target Retirement 2040 K Mutual Fund N/A	—	—	—	$96K	0.2%
State Street Target Retirement 2055 K Mutual Fund N/A	—	—	—	$81K	0.2%
State Street Target Retirement 2045 K Mutual Fund N/A	—	—	—	$79K	0.2%
State Street Target Retirement 2020 K Mutual Fund N/A 9 State Street Target Retirement 2025 K Mutual Fund N/A	—	—	—	$14K	<0.1%
State Street Target Retirement K Mutual Fund N/A	—	—	—	$2K	<0.1%