Back to filter
Original filing (PDF)20250925145751NAL0007749201001
ENVERUS, INC.
Form 5500
FILING_RECEIVED
ENVERUS, INC.
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
883
Accounts w/ balance
1,136
Plan assets (EOY)
$112.8M
Net assets (EOY)
$112.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVERUS, INC..
Plan sponsor
Name
ENVERUS, INC.
EIN
74-2934857
Address
2901 VIA FORTUNA STE 100 BLDG 6 · AUSTIN, TX · 787460007
Phone
(512) 477-9200
Industry
Information / Tech / Mediasee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAUER & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $146K | — |
Investments
29 direct securities · 18 pooled funds· $156.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$76.6M
29 holdings
Common Collective Trust
$72.3M
13 holdings
Pooled Separate Account
$7.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $13.5M | 11.9% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $13.5M | 11.9% | |
| PIMCO Income Institutional Fd | — | — | $0 | $12.7M | 11.2% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $12.7M | 11.2% | |
| Participant Loans | — | — | $0 | $11.7M | 10.3% | |
| Prin Real Estate Secs SA-Z | — | — | $0 | $10.7M | 9.5% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $10.7M | 9.5% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $9.9M | 8.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $8.0M | 7.1% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $6.3M | 5.6% | |
| Prin LifeTime Hy Inc CIT X | — | — | $0 | $4.3M | 3.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.3M | 3.8% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $3.6M | 3.2% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $3.6M | 3.2% | |
| Vanguard Value Index Adm Fund | — | — | $0 | $3.2M | 2.9% | |
| Prin LargeCap Growth I SA-Z | — | — | $0 | $2.4M | 2.1% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $1.9M | 1.7% | |
| Vanguard MidCp Grth Idx Adm Fd | — | — | $0 | $1.5M | 1.3% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $1.4M | 1.2% | |
| Vanguard 500 Index Admiral Fd | — | — | $0 | $1.3M | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.3M | 1.2% | |
| Prin MidCap Value I SA-Z | — | — | $0 | $1.3M | 1.2% | |
| MFS Mid Cap Value R6 Fund | — | — | $0 | $1.2M | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $1.2M | 1.1% | |
| NYLI Winslow Lg Cap Gr R6 | — | — | $0 | $1.2M | 1.1% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | $0 | $1.1M | 1.0% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | $0 | $1.1M | 1.0% | |
| Vanguard Intl Value Inv Fund | — | — | $0 | $1.0M | 0.9% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $868K | 0.8% | |
| Prin LifeTime Hyb 2020 CIT X | — | — | $0 | $799K | 0.7% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $752K | 0.7% | |
| JP Morgan US Equity R6 Fund | — | — | $0 | $752K | 0.7% | |
| American Funds NewWorld R6 | — | — | $0 | $746K | 0.7% | |
| iShares MSCI EAFE Int Idx K Fd | — | — | $0 | $693K | 0.6% | |
| Prin LifeTime Hyb 2015 CIT X | — | — | $0 | $609K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $609K | 0.5% | |
| John Hancock Disc Vl R6 Fund | — | — | $0 | $592K | 0.5% | |
| Vanguard Intl Growth Adm Fd | — | — | $0 | $540K | 0.5% | |
| Prin LifeTime Hy 2065 CIT X | — | — | $0 | $446K | 0.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $446K | 0.4% | |
| FIDELITY INF-PR BOND INDEX FD | — | — | $0 | $394K | 0.3% | |
| American Funds NewPrsp R6 Fnd | — | — | $0 | $392K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $355K | 0.3% | |
| BlackRock Md-Cp Gr Eq K Fd | — | — | $0 | $352K | 0.3% | |
| BlackRock HY Portfolio K Fund | — | — | $0 | $321K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $219K | 0.2% | |
| JP Morgan Core Plus Bond R6 Fd | — | — | $0 | $198K | 0.2% |