How big is Everbrite, LLC's plan?

Everbrite, LLC's plan reported $4.4M in assets and 76 participants for 2024.

Original filing (PDF)20260127123959NAL0002854835001

Everbrite, LLC

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

Form 5500

FILING_RECEIVED

The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan

401(k) retirement plan · Everbrite, LLC's The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan held $4.4M in plan assets for 76 participants in 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

240

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 003

Plan year 2024

ACK ID 20260127123959NAL0002854835001

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, 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.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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 (98th percentile).

Plan sponsor

Name

EVERBRITE, LLC

EIN

all filings

Address

4949 SOUTH 110TH STREET · GREENFIELD, WI · 53228

Phone

(414) 529-7116

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SPECTRUM INVESTMENT ADVISORS INC	—	MEQUON, WI	INVESTMENT ADVISOR	$6K	—

Investments

28 direct securities · 1 pooled fund· $4.4M(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

$1.8M

10 holdings

Other securities

$1.6M

15 holdings

Common Collective Trust

$632K

1 holding

Common Collective Trusts

$342K

2 holdings

Bonds / Notes

$6K

1 holding

					% of plan
AB Large Cap Growth Adv Mutual Fund N/A	Other securities	—	—	$940K	21.5%
Fidelity Balanced Fund Mutual Fund N/A	Mutual Funds	—	—	$782K	17.9%
RELIANCE METLIFE SERIES 25053 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013	Common Collective Trust	—	—	$632K	14.4%
Dodge & Cox Income I Mutual Fund N/A	Mutual Funds	—	—	$451K	10.3%
Fidelity 500 Index Mutual Fund N/A	Common Collective Trusts	—	—	$242K	5.5%
First Eagle Global R6 Mutual Fund N/A	Other securities	—	—	$236K	5.4%
Janus Henderson Balanced I Mutual Fund N/A	Mutual Funds	—	—	$227K	5.2%
MFS International Diversification R3 Mutual Fund N/A	Mutual Funds	—	—	$162K	3.7%
Nuveen International Equity Index R6 Mutual Fund N/A	Common Collective Trusts	—	—	$99K	2.3%
Vanguard Inflation-Protected Secs Adm Mutual Fund N/A	Mutual Funds	—	—	$57K	1.3%
JP Morgan Global Bond Opportunities R6 Mutual Fund N/A	Other securities	—	—	$56K	1.3%
JP Morgan Equity Income R5 Mutual Fund N/A	Other securities	—	—	$52K	1.2%
T. Rowe Price Diversified Mid Cap Growth Mutual Fund N/A 52 T. Rowe Price Mid-Cap Value Mutual Fund N/A	Other securities	—	—	$49K	1.1%
Fidelity Mid Cap Index Mutual Fund N/A	Mutual Funds	—	—	$44K	1.0%
Vanguard Small Cap Value Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$40K	0.9%
State Street Target Retirement 2030 K Mutual Fund N/A	Other securities	—	—	$37K	0.9%
State Street Target Retirement 2045 K Mutual Fund N/A	Other securities	—	—	$32K	0.7%
American Funds SmallCap World R5 Mutual Fund N/A	Mutual Funds	—	—	$32K	0.7%
State Street Target Retirement 2065 K Mutual Fund N/A	Other securities	—	—	$31K	0.7%
State Street Target Retirement 2055 K Mutual Fund N/A	Other securities	—	—	$30K	0.7%
State Street Target Retirement 2050 K Mutual Fund N/A	Other securities	—	—	$29K	0.7%
State Street Target Retirement 2035 K Mutual Fund N/A	Other securities	—	—	$27K	0.6%
State Street Target Retirement 2040 K Mutual Fund N/A	Other securities	—	—	$25K	0.6%
Nuveen Real Estate Securities I Mutual Fund N/A	Mutual Funds	—	—	$24K	0.6%
State Street Target Retirement 2060 K Mutual Fund N/A	Other securities	—	—	$19K	0.4%
State Street Target Retirement 2025 K Mutual Fund N/A	Other securities	—	—	$15K	0.3%
Participant Loans Interest rates range from 4.50% to 9.50% -	Bonds / Notes	—	—	$6K	0.1%
State Street Target Retirement K Mutual Fund N/A	Other securities	—	—	$4K	<0.1%
DFA US Small Cap I Mutual Fund N/A	Mutual Funds	—	—	$1K	<0.1%