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Original filing (PDF)20250624220149NAL0007631073029
EVERCHARGE INC.
Form 5500
FILING_RECEIVED
EVERCHARGE 401(K) PLAN
401(k) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
158
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERCHARGE INC..
Plan sponsor
Name
EVERCHARGE INC.
EIN
80-0281465
Address
548 MARKET ST #31647 · SAN FRANCISCO, CA · 94104
Phone
(888) 342-7383
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-24
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $2.6M | 42.9% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $1.0M | 16.8% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $787K | 13.0% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $496K | 8.2% | |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $273K | 4.5% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $263K | 4.4% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $134K | 2.2% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $129K | 2.1% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $65K | 1.1% | |
| Vanguard Group Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $53K | 0.9% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $45K | 0.7% | |
| Vanguard Group Valued Index Admiral Mutual Fund | — | — | — | $39K | 0.7% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $32K | 0.5% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $20K | 0.3% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $17K | 0.3% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $16K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $8K | 0.1% | |
| Vanguard Telecom Services Index Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group Total Institutional Stock Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Industrials Index Fund Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard European Stock Index Fund Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Mutual Fund | — | — | — | $1K | <0.1% |