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Original filing (PDF)20251004095103NAL0001963809001
EVERTREE INSURANCE LLC
Form 5500
FILING_RECEIVED
EVERTREE INSURANCE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
213
Accounts w/ balance
240
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERTREE INSURANCE LLC.
Plan sponsor
Name
EVERTREE INSURANCE LLC
EIN
88-3442469
Address
2929 SABRE ST · SUITE 200 · VIRGINIA BEACH, VA · 23452
Phone
(917) 364-8455
Industry
Real Estatesee 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
2025-10-04
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA GROUP DBA ALERA INVESTMENT AD | — | DEERFIELD, IL | NONE | $12K | — |
| HUNNEX & SHOEMAKER, INC. | — | SEATTLE, WA | NONE | $9K | — |
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | NONE | $9K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | NONE | $1K | — |
Investments
28 direct securities· $5.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Trgt Date Retire R6 Registered Investment Company | — | — | — | $822K | 16.2% | |
| American Funds 2050 Trgt Date Retire R6 Registered Investment Company | — | — | — | $700K | 13.8% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $625K | 12.3% | |
| American Funds 2045 Trgt Date Retire R6 Registered Investment Company | — | — | — | $531K | 10.4% | |
| American Funds 2060 Trgt Date Retire R6 Registered Investment Company | — | — | — | $514K | 10.1% | |
| American Funds 2035 Trgt Date Retire R6 Registered Investment Company | — | — | — | $503K | 9.9% | |
| American Funds 2040 Trgt Date Retire R6 Registered Investment Company | — | — | — | $335K | 6.6% | |
| American Funds 2030 Trgt Date Retire R6 Registered Investment Company | — | — | — | $249K | 4.9% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $139K | 2.7% | |
| American Funds 2065 Trgt Date Retire R6 Registered Investment Company | — | — | — | $97K | 1.9% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $82K | 1.6% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $81K | 1.6% | |
| Vanguard Federal Money Market Inv Registered Investment Company | — | — | — | $58K | 1.1% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Company | — | — | — | $51K | 1.0% | |
| MFS International Growth R6 Registered Investment Company | — | — | — | $44K | 0.9% | |
| Guggenheim Total Return Bond R6 Registered Investment Company | — | — | — | $43K | 0.9% | |
| maturing through March 2031 - | — | — | — | $39K | 0.8% | |
| American Funds 2025 Trgt Date Retire R6 Registered Investment Company | — | — | — | $26K | 0.5% | |
| MFS Mid Cap Value R6 Registered Investment Company | — | — | — | $23K | 0.5% | |
| Fidelity Advisor International Value Z Registered Investment Company | — | — | — | $22K | 0.4% | |
| Janus Henderson Multi-Sector Income N Registered Investment Company | — | — | — | $20K | 0.4% | |
| DFA Real Estate Securities I Registered Investment Company | — | — | — | $18K | 0.3% | |
| JHancock ESG Large Cap Core I Registered Investment Company | — | — | — | $16K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | — | — | — | $15K | 0.3% | |
| AB Sustainable Global Thematic Z Registered Investment Company | — | — | — | $13K | 0.3% | |
| Columbia Small Cap Value Fund II Instl 3 Registered Investment Company | — | — | — | $7K | 0.1% | |
| AB Small Cap Growth Z Registered Investment Company | — | — | — | $6K | 0.1% | |
| Baron Growth R6 Registered Investment Company | — | — | — | $6K | 0.1% |
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