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Original filing (PDF)20251013141453NAL0001402273001
EVERON
Form 5500
FILING_RECEIVED
EVERON 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
5,306
Accounts w/ balance
4,316
Plan assets (EOY)
$398.0M
Net assets (EOY)
$398.0M
How this plan invests
This plan
17 pooled trusts
Schedule D
75 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERON.
Plan sponsor
Name
EVERON
EIN
90-0008456
Address
1501 YAMATO ROAD · BOCA RATON, FL · 33431
Phone
(561) 672-3737
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | OTHER FEES | $20K | — |
Investments
72 direct securities · 17 pooled funds· $524.0M(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.
Common Collective Trust
$266.2M
17 holdings
Uncategorized
$257.8M
72 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2035 TRUST (extraction pending)] | — | — | — | $45.0M | 11.3% | |
| TRP RET HYB 2035 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $45.0M | 11.3% | |
| TRP RET HYB 2040 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $41.0M | 10.3% | |
| TRP RET HYB 2030 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $40.5M | 10.2% | |
| TRP RET HYB 2045 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $30.9M | 7.8% | |
| [DFE: T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2025 TRUST (extraction pending)] | — | — | — | $30.0M | 7.5% | |
| TRP RET HYB 2025 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $30.0M | 7.5% | |
| TRP U.S. EQUITIES TRUST | — | — | — | $24.2M | 6.1% | |
| [DFE: T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2050 TRUST (extraction pending)] | — | — | — | $22.7M | 5.7% | |
| TRP RET HYB 2050 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $22.7M | 5.7% | |
| TRP U.S. EQUITIES TRUST | — | — | — | $19.8M | 5.0% | |
| TRP U.S. EQUITIES TRUST | — | — | — | $17.1M | 4.3% | |
| [DFE: T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2055 TRUST (extraction pending)] | — | — | — | $14.8M | 3.7% | |
| TRP RET HYB 2055 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $14.8M | 3.7% | |
| GALLIARD STABLE RETURN FUND CORE | — | — | $11.6M | $11.4M | 2.9% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $11.4M | 2.9% | |
| TRP NON U.S. EQUITIES TRUST | — | — | — | $9.9M | 2.5% | |
| TRP RET HYB 2020 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $9.7M | 2.4% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $8.2M | 2.1% | |
| TRP NON U.S. EQUITIES TRUST | — | — | — | $8.1M | 2.0% | |
| [DFE: T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2060 TRUST (extraction pending)] | — | — | — | $7.9M | 2.0% | |
| TRP RET HYB 2060 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $7.9M | 2.0% | |
| TRP NON U.S. EQUITIES TRUST | — | — | — | $7.1M | 1.8% | |
| TRP FIXED INCOME TRUST | — | — | — | $4.5M | 1.1% | |
| TRP U.S. EQUITIES TRUST | — | — | — | $3.0M | 0.8% | |
| TRP REAL ASSETS TRUST I | — | — | — | $2.3M | 0.6% | |
| [DFE: T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2010 TRUST (extraction pending)] | — | — | — | $1.9M | 0.5% | |
| TRP RET HYB 2010 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| TRP REAL ASSETS TRUST I | — | — | — | $1.9M | 0.5% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $1.8M | 0.4% | |
| TRP REAL ASSETS TRUST I | — | — | — | $1.7M | 0.4% | |
| TRP FIXED INCOME TRUST | — | — | — | $1.7M | 0.4% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $1.6M | 0.4% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $1.4M | 0.3% | |
| TRP FIXED INCOME TRUST | — | — | — | $1.4M | 0.3% | |
| TRP NON U.S. EQUITIES TRUST | — | — | — | $1.2M | 0.3% | |
| [DFE: T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2015 TRUST (extraction pending)] | — | — | — | $1.2M | 0.3% | |
| TRP RET HYB 2015 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $1.2M | 0.3% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $1.1M | 0.3% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $1.1M | 0.3% | |
| TRP US TREASURY MM TRUST | — | — | — | $899K | 0.2% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $849K | 0.2% | |
| TRP HIGH YIELD TRUST | — | — | — | $823K | 0.2% | |
| TRP US TREASURY MM TRUST | — | — | — | $778K | 0.2% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $746K | 0.2% | |
| TRP RET HYB 2065 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $704K | 0.2% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $608K | 0.2% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $521K | 0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $504K | 0.1% | |
| TRP U.S. EQUITIES TRUST | — | — | — | $464K | 0.1% | |
| TRP FIXED INCOME TRUST | — | — | — | $403K | 0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $331K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $323K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $314K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $307K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $300K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $296K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $290K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $289K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $255K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $212K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $206K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $195K | <0.1% | |
| TRP NON U.S. EQUITIES TRUST | — | — | — | $190K | <0.1% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $138K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $127K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $125K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $125K | <0.1% | |
| FIAM BROAD MARKET DURATION POOL | — | — | — | $109K | <0.1% | |
| MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $104K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $97K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $75K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $67K | <0.1% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $63K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $43K | <0.1% | |
| FIAM HIGH YIELD BOND COMMINGLED POO | — | — | — | $10K | <0.1% | |
| FIAM FLOATING RATE HIGH INCOME COMM | — | — | — | $8K | <0.1% | |
| FIAM EMERGING MARKETS DEBT COMMINGL | — | — | — | $4K | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $4K | <0.1% | |
| FIAM GLOBAL CREDIT EX-U.S. HEDGED C | — | — | — | $3K | <0.1% | |
| TRP FIXED INCOME TRUST | — | — | — | $3K | <0.1% | |
| FIDELITY REAL ESTATE HIGH INCOME FU | — | — | — | $3K | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $3K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $2K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $1K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $605 | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $346 | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $51 | <0.1% |