David Rubinstein signed Everview Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everview Group's EIN is 87-3667655.
Download the official 2024 Form 5500 (PDF) for Everview Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everview Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GGM ASSOCIATES | 84-4230150 | — | RETAINED BY EMPLOYER | $9K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Fid Freedom Idx 2040 Inst Prem | Common Collective Trusts | — | — | $198K | 11.4% | |
| Fidelity Fid Freedom Idx 2035 Inst Prem | Common Collective Trusts | — | — | $196K | 11.3% | |
| Fidelity Fid Freedom Idx 2030 Inst Prem | Common Collective Trusts | — | — | $185K | 10.7% | |
| Fidelity Fid Freedom Idx 2055 Inst Prem | Common Collective Trusts | — | — | $180K | 10.3% | |
| Fidelity Fid Freedom Idx 2050 Inst Prem | Common Collective Trusts | — | — | $161K | 9.3% | |
| MONEY MARKET FUNDS | Cash / Money Market | — | — | $120K | 6.9% | |
| Fidelity Fid Freedom Idx 2045 Inst Prem | Common Collective Trusts | — | — | $120K | 6.9% | |
| Fidelity Fid Freedom Idx 2025 Inst Prem | Common Collective Trusts | — | — | $109K | 6.2% | |
| Fidelity Fid Freedom Idx 2060 Inst Prem | Common Collective Trusts | — | — | $105K | 6.0% | |
| Fidelity Fid Freedom Idx 2010 Inst Prem | Common Collective Trusts | — | — | $66K | 3.8% | |
| Fidelity 500 Index Fd | Common Collective Trusts | — | — | $63K | 3.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $46K | 2.6% | |
| Fidelity Fid Freedom Idx 2065 Inst Prem | Common Collective Trusts | — | — | $43K | 2.5% | |
| Fidelity Fid Freedom Idx 2015 Inst Prem | Common Collective Trusts | — | — | $33K | 1.9% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $28K | 1.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $27K | 1.5% | |
| Fidelity Fid Freedom Idx Inc Inst Prem | Common Collective Trusts | — | — | $15K | 0.9% | |
| Fidelity Fid Freedom Idx 2020 Inst Prem | Common Collective Trusts | — | — | $12K | 0.7% | |
| JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 031 | Common Collective Trust | — | — | $12K | 0.7% | |
| Fidelity Lc Val Idx Inst Prem | Common Collective Trusts | — | — | $9K | 0.5% | |
| Fidelity Lc Grth Idx Inst Prem | Common Collective Trusts | — | — | $5K | 0.3% | |
| Fidelity Mc Value Index Fd | Mutual Funds | — | — | $4K | 0.2% | |
| Fidelity Fid Freedom Idx 2005 Inst Prem ** - Fidelity Small Cap Grwth Idx | Common Collective Trusts | — | — | $2K | 0.1% | |
| S Fidelity Us Bond Index Fd | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
