How big is Everen Management Services Ltd.'s plan?

Everen Management Services Ltd.'s plan reported $9.3M in assets and 7 participants for 2024.

Original filing (PDF)20251014091054NAL0003496896001

Everen Management Services Ltd.

Name: Everen Management Services Ltd. — Everen Management, Form 5500 (2024)
Creator: Everen Management Services Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everen Management Services Ltd. 401(k) Plan

401(k) retirement plan · Everen Management Services Ltd.'s Everen Management Services Ltd. 401(k) Plan held $9.3M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Karyn Peixoto signed Everen Management Services Ltd.'s 2024 Form 5500 as plan administrator.

Karyn Peixoto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Everen Management Services Ltd.'s EIN is 98-0499056.

EIN 98-0499056

Plan number 001

Plan year 2024

ACK ID 20251014091054NAL0003496896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Everen Management Services Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Everen Management Services Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVEREN MANAGEMENT SERVICES LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

EVEREN MANAGEMENT SERVICES LTD.

EIN

all filings

Address

—

Phone

(441) 295-0905

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator