How big is Everstone Capital LLC's plan?

Everstone Capital LLC's plan reported $666K in assets and 3 participants for 2024.

Original filing (PDF)20250711050838NAL0007072161001

Everstone Capital LLC

Name: Everstone Capital LLC — Form 5500 (2024)
Creator: Everstone Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Everstone Capital LLC held $666K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

People on this filing

Rick YEO signed Everstone Capital LLC's 2024 Form 5500 as plan administrator.

Rick YEO — 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

Everstone Capital LLC's EIN is 82-4449607.

EIN 82-4449607

Plan number 001

Plan year 2024

ACK ID 20250711050838NAL0007072161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Everstone Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

EVERSTONE CAPITAL LLC

EIN

all filings

Address

540 MADISON AVENUE · 17TH FLOOR · NEW YORK, NY · 10022

Phone

(646) 887-2962

Industry

Professional & Technical Services

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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