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Original filing (PDF)20251012125822NAL0000103875001
EVERVIEW GROUP
Form 5500
FILING_RECEIVED
PLAINVIEW HEALTHCARE 401(K) PLAN
401(k) retirement plan
Signals · 2
~199 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,194
Accounts w/ balance
333
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 199 bps in Schedule C fees — 283% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 15% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERVIEW GROUP.
Plan sponsor
Name
EVERVIEW GROUP
EIN
87-3667655
Address
100 MERRICK ROAD · SUITE 418E · ROCKVILLE CENTRE, NY · 11570
Phone
(212) 558-9082
Industry
Health Care & Social Assistancesee 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
2025-10-12
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)
Audit & trust (Schedule H)
Auditor
GGM ASSOCIATES INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $26K | — |
| GGM ASSOCIATES | 84-4230150 | — | RETAINED BY EMPLOYER | $9K | — |
Investments
22 direct securities · 2 pooled funds· $1.7M(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
$1.7M
21 holdings
Common Collective Trust
$58K
2 holdings
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fid Freedom Idx 2040 Inst Prem | — | — | — | $198K | 11.4% | |
| Fidelity Fid Freedom Idx 2035 Inst Prem | — | — | — | $196K | 11.3% | |
| Fidelity Fid Freedom Idx 2030 Inst Prem | — | — | — | $185K | 10.7% | |
| Fidelity Fid Freedom Idx 2055 Inst Prem | — | — | — | $180K | 10.3% | |
| Fidelity Fid Freedom Idx 2050 Inst Prem | — | — | — | $161K | 9.3% | |
| MONEY MARKET FUNDS | — | — | — | $120K | 6.9% | |
| Fidelity Fid Freedom Idx 2045 Inst Prem | — | — | — | $120K | 6.9% | |
| Fidelity Fid Freedom Idx 2025 Inst Prem | — | — | — | $109K | 6.2% | |
| Fidelity Fid Freedom Idx 2060 Inst Prem | — | — | — | $105K | 6.0% | |
| Fidelity Fid Freedom Idx 2010 Inst Prem | — | — | — | $66K | 3.8% | |
| Fidelity 500 Index Fd | — | — | — | $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 | — | — | — | $43K | 2.5% | |
| Fidelity Fid Freedom Idx 2015 Inst Prem | — | — | — | $33K | 1.9% | |
| Fidelity International Idx Fd | — | — | — | $28K | 1.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $27K | 1.5% | |
| Fidelity Fid Freedom Idx Inc Inst Prem | — | — | — | $15K | 0.9% | |
| Fidelity Fid Freedom Idx 2020 Inst Prem | — | — | — | $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 | — | — | — | $9K | 0.5% | |
| Fidelity Lc Grth Idx Inst Prem | — | — | — | $5K | 0.3% | |
| Fidelity Mc Value Index Fd | — | — | — | $4K | 0.2% | |
| Fidelity Fid Freedom Idx 2005 Inst Prem ** - Fidelity Small Cap Grwth Idx | — | — | — | $2K | 0.1% | |
| S Fidelity Us Bond Index Fd | Mutual Funds | — | — | $2K | <0.1% |
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