How big is Everbrite, LLC's plan?

Everbrite, LLC's plan reported $50.1M in assets and 489 participants for 2024.

Original filing (PDF)20251014115415NAL0005791762001

Everbrite, LLC

Name: Everbrite, LLC — Everbrite, LLC Profit Sharing Plan, Form 5500 (2024)
Creator: Everbrite, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Everbrite, LLC Profit Sharing Plan

401(k) retirement plan · Everbrite, LLC's Everbrite, LLC Profit Sharing Plan held $50.1M in plan assets for 489 participants in 2024, with Empower as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

489

Accounts w/ balance

829

Plan assets (EOY)

$50.1M

Net assets (EOY)

$50.1M

People on this filing

Krystal Leitzke signed Everbrite, LLC's 2024 Form 5500 as plan administrator.

Krystal Leitzke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Everbrite, LLC's EIN is 65-1164066.

EIN 65-1164066

Plan number 001

Plan year 2024

ACK ID 20251014115415NAL0005791762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Everbrite, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Everbrite, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVERBRITE, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

EVERBRITE, LLC

EIN

all filings

Address

4949 SOUTH 110TH STREET · GREENFIELD, WI · 53220

Phone

(414) 529-3500

Industry

Manufacturing

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)

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.

Mutual Funds

$21.7M

10 holdings

Other securities

$14.4M

16 holdings

Common Collective Trusts

$8.0M

2 holdings

Common Collective Trust

$5.0M

1 holding

Bonds / Notes

$906K

1 holding

Self-Directed Brokerage

$278K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund N/A	Common Collective Trusts	—	—	$6.2M	12.3%
Fidelity Balanced Fund Mutual Fund N/A	Mutual Funds	—	—	$5.4M	10.8%
Dodge & Cox Income I Mutual Fund N/A	Mutual Funds	—	—	$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	Other securities	—	—	$4.8M	9.5%
Janus Henderson Balanced I Mutual Fund N/A	Mutual Funds	—	—	$2.9M	5.8%
First Eagle Global R6 Mutual Fund N/A	Other securities	—	—	$2.7M	5.4%
MFS International Diversification R3 Mutual Fund N/A	Mutual Funds	—	—	$2.7M	5.3%
JP Morgan Equity Income R5 Mutual Fund N/A	Other securities	—	—	$1.9M	3.9%
T. Rowe Price Mid-Cap Value Mutual Fund N/A	Other securities	—	—	$1.8M	3.7%
Nuveen International Equity Index R6 Mutual Fund N/A	Common Collective Trusts	—	—	$1.8M	3.6%
T. Rowe Price Diversified Mid Cap Growth Mutual Fund N/A	Other securities	—	—	$1.3M	2.7%
Fidelity Mid Cap Index Mutual Fund N/A	Mutual Funds	—	—	$1.2M	2.5%
Vanguard Small Cap Value Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$1.2M	2.5%
DFA US Small Cap I Mutual Fund N/A	Mutual Funds	—	—	$1.2M	2.5%
Participant Loans Interest rates range of 4.25% to 9.50% -	Bonds / Notes	—	—	$906K	1.8%
Vanguard Inflation-Protected Secs Adm Mutual Fund N/A	Mutual Funds	—	—	$722K	1.4%
Nuveen Real Estate Securities I Mutual Fund N/A	Mutual Funds	—	—	$596K	1.2%
JP Morgan Global Bond Opportunities R6 Mutual Fund N/A	Other securities	—	—	$595K	1.2%
American Funds Small Cap World R5 Mutual Fund N/A	Mutual Funds	—	—	$548K	1.1%
State Street Target Retirement 2030 K Mutual Fund N/A	Other securities	—	—	$320K	0.6%
Schwab SDB Accounts Self-Directed Brokerage Account N/A	Self-Directed Brokerage	—	—	$278K	0.6%
State Street Target Retirement 2035 K Mutual Fund N/A	Other securities	—	—	$277K	0.6%
State Street Target Retirement 2060 K Mutual Fund N/A	Other securities	—	—	$146K	0.3%
State Street Target Retirement 2065 K Mutual Fund N/A	Other securities	—	—	$110K	0.2%
State Street Target Retirement 2050 K Mutual Fund N/A	Other securities	—	—	$96K	0.2%
State Street Target Retirement 2040 K Mutual Fund N/A	Other securities	—	—	$96K	0.2%
State Street Target Retirement 2055 K Mutual Fund N/A	Other securities	—	—	$81K	0.2%
State Street Target Retirement 2045 K Mutual Fund N/A	Other securities	—	—	$79K	0.2%
State Street Target Retirement 2020 K Mutual Fund N/A 9 State Street Target Retirement 2025 K Mutual Fund N/A	Other securities	—	—	$14K	<0.1%
State Street Target Retirement K Mutual Fund N/A	Other securities	—	—	$2K	<0.1%