Original filing (PDF)20250930130241NAL0029388578001

R.B. EVERETT & COMPANY

Name: R.B. EVERETT & COMPANY — R.B. EVERETT & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: R.B. EVERETT & COMPANY

Form 5500-SF

FILING_RECEIVED

R.B. EVERETT & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.B. EVERETT & COMPANY.

Plan sponsor

Name

R.B. EVERETT & COMPANY

EIN

74-0615140

Address

8211 RED BLUFF ROAD · PASADENA, TX · 77507

Phone

(281) 991-8161

Industry

Wholesale Tradesee 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

2025-09-30

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)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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