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Original filing (PDF)20250703083536NAL0000398289001
EVERTRUE, INC.
Form 5500
FILING_RECEIVED
EVERTRUE 401(K) PLAN
401(k) retirement plan
Active participants
143
Accounts w/ balance
168
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERTRUE, INC..
Plan sponsor
Name
EVERTRUE, INC.
EIN
90-0810465
Address
33 ARCH STREET 17TH FLOOR · BOSTON, MA · 02110
Phone
(855) 387-8783
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
DEFINITI
EIN
85-0833363
City
ERIE, PA
Phone
(800) 882-4026
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $301 | — |
Investments
16 pooled funds· $13.1M(91% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRPRICE RET BLEND SELCT TRST 2055 1 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $3.0M | 21.1% | |
| TRPRICE RET BLEND SELCT TRST 2035 1 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $2.8M | 19.9% | |
| TRPRICE RET BLEND SELCT TRST 2050 1 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $2.1M | 14.9% | |
| TRPRICE RET BLEND SELCT TRST 2045 1 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.5M | 10.6% | |
| TRPRICE RET BLEND SELCT TRST 2060 1 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $1.1M | 7.4% | |
| TRPRICE RET BLEND SELCT TRST 2030 1 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $945K | 6.6% | |
| TRPRICE RET BLEND SELCT TRST 2040 1 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $692K | 4.8% | |
| TRPRICE RET BLEND SELCT TRST 2025 1 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $226K | 1.6% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $197K | 1.4% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $185K | 1.3% | |
| TRPRICE RET BLEND SELCT TRST 2065 1 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $92K | 0.6% | |
| TRPRICE RET BLEND SELCT TRST 2020 1 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $56K | 0.4% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $55K | 0.4% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $34K | 0.2% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $6K | <0.1% | |
| SM CAP VALUE FUND III FEE CLASS R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
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