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Original filing (PDF)20250725161125NAL0017656242001
EVERI PAYMENTS INC.
Form 5500
FILING_RECEIVED
EVERI HOLDINGS INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
64% in single holding
Active participants
1,824
Accounts w/ balance
2,184
Plan assets (EOY)
$172.9M
Net assets (EOY)
$172.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM LARGE CAP VALUE TRUST (extraction pending)]" is 64% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERI PAYMENTS INC..
Plan sponsor
Name
EVERI PAYMENTS INC.
EIN
94-3309549
Address
7250 SOUTH TENAYA WAY SUITE 100 · LAS VEGAS, NV · 89113
Phone
(702) 893-4438
Industry
Arts, Entertainment, Recreationsee 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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLDSWORTH, RUSSO & COMPANY, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $191K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES,INC | — | GREENWOOD VILLAGE CO, CO | NONE | $0 | — |
Investments
2 pooled funds· $7.4M(4% 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 |
|---|---|---|---|---|---|---|
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $4.8M | 2.8% | |
| CARILLON EAGLE MID CAP GROWTH CIT F CARILLON FUNDS · EIN 59-3528369 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.5% |
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