How big is Evervet Operations, LLC's plan?

Evervet Operations, LLC's plan reported $13.2M in assets and 660 participants for 2024.

Original filing (PDF)20250905142004NAL0028968544001

Evervet Operations, LLC

Name: Evervet Operations, LLC — Evervet 401(k) Retirement, Form 5500 (2024)
Creator: Evervet Operations, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Evervet 401(k) Retirement Plan

401(k) retirement plan · Evervet Operations, LLC's Evervet 401(k) Retirement Plan held $13.2M in plan assets for 660 participants in 2024, with Empower as recordkeeper.

Signals · 1

~82 bps in Sched C fees

Active participants

660

Accounts w/ balance

727

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

Plan identifiers

Evervet Operations, LLC's EIN is 85-1152420.

EIN 85-1152420

Plan number 002

Plan year 2024

ACK ID 20250905142004NAL0028968544001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVERVET OPERATIONS, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

EVERVET OPERATIONS, LLC

EIN

all filings

Address

300 BARR HARBOR DRIVE · SUITE 125 · WEST CONSHOHOCKEN, PA · 19428

Phone

(610) 947-0700

Industry

Professional & Technical Services

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

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$59K	—
EMPOWER ADVISORY GROUP	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

32 direct securities · 1 pooled fund· $13.3M(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

$11.0M

24 holdings

Other securities

$1.2M

5 holdings

Common Collective Trusts

$952K

1 holding

Common Collective Trust

$150K

1 holding

Bonds / Notes

$35K

1 holding

U.S. Treasuries

$11K

1 holding

					% of plan
Fidelity Freedom Index 2050 Instl Prem	Mutual Funds	—	—	$1.5M	11.8%
Fidelity Freedom Index 2055 Instl Prem	Mutual Funds	—	—	$1.4M	10.7%
Fidelity Freedom Index 2045 Instl Prem	Mutual Funds	—	—	$1.4M	10.6%
Fidelity Freedom Index 2060 Instl Prem	Mutual Funds	—	—	$1.1M	8.2%
Fidelity Freedom Index 2035 Instl Prem	Mutual Funds	—	—	$1.0M	7.7%
Fidelity Freedom Index 2040 Instl Prem	Mutual Funds	—	—	$1.0M	7.7%
Fidelity 500 Index	Common Collective Trusts	—	—	$952K	7.2%
JPMorgan Large Cap Growth R6	Other securities	—	—	$813K	6.2%
Fidelity Freedom Index 2030 Instl Prem	Mutual Funds	—	—	$683K	5.2%
Fidelity Freedom Index 2025 Instl Prem	Mutual Funds	—	—	$611K	4.6%
Fidelity Freedom Index 2065 Instl Prem	Mutual Funds	—	—	$440K	3.3%
MFS Mid Cap Growth R6	Mutual Funds	—	—	$259K	2.0%
Fidelity International Index	Mutual Funds	—	—	$239K	1.8%
Fidelity Small Cap Index	Mutual Funds	—	—	$207K	1.6%
Fidelity Mid Cap Index	Mutual Funds	—	—	$199K	1.5%
American Funds New World R6	Mutual Funds	—	—	$188K	1.4%
Empower Fixed Account Series Class II	Other securities	—	—	$151K	1.2%
EMPOWER GENERAL ACCOUNT EI FIXED ACCOUNT - SERIES CLASS II · EIN 84-0467907 / PN 000	Common Collective Trust	—	—	$150K	1.1%
Fidelity US Bond Index	Mutual Funds	—	—	$143K	1.1%
Fidelity Freedom Index 2020 Instl Prem	Mutual Funds	—	—	$128K	1.0%
DFA US Targeted Value	Mutual Funds	—	—	$103K	0.8%
MFS Value R6	Mutual Funds	—	—	$101K	0.8%
JPMorgan International Equity R6	Other securities	—	—	$82K	0.6%
PIMCO Income Instl	Mutual Funds	—	—	$82K	0.6%
American Funds Bond Fund of America R6	Mutual Funds	—	—	$73K	0.6%
Allspring Special Mid Cap Value R6	Other securities	—	—	$62K	0.5%
DFA Inflation Protected Securities	Mutual Funds	—	—	$59K	0.4%
ClearBridge Small Cap Growth IS	Other securities	—	—	$45K	0.3%
Participants Participant Loans Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$35K	0.3%
Fidelity Freedom Index Inc Instl Prem	Mutual Funds	—	—	$15K	0.1%
Fidelity Freedom Index 2015 Instl Prem	Mutual Funds	—	—	$11K	<0.1%
PIMCO Int Bond (USD Hedged) Inst	U.S. Treasuries	—	—	$11K	<0.1%
Fidelity Freedom Index 2010 Instl Prem	Mutual Funds	—	—	$2K	<0.1%