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Original filing (PDF)20250721080502NAL0001143185001
EVERUS CONSTRUCTION GROUP, INC.
Form 5500
FILING_RECEIVED
EVERUS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,603
Accounts w/ balance
1,835
Plan assets (EOY)
$194.5M
Net assets (EOY)
$194.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 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.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERUS CONSTRUCTION GROUP, INC..
Plan sponsor
Name
EVERUS CONSTRUCTION GROUP, INC.
EIN
99-1952207
Address
1730 BURNT BOAT DRIVE · BISMARCK, ND · 585030911
Phone
(701) 221-6400
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
EVERUS CONSTRUCTION GROUP, INC. EMPLOYEE BENEFITS COMMITTEE
EIN
99-1952207
City
BISMARCK, ND
Phone
(701) 221-6400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INV ADV, PARTICIPANTS | $14K | — |
Investments
20 direct securities · 16 pooled funds· $198.3M(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.
Uncategorized
$111.0M
20 holdings
Common Collective Trust
$76.9M
15 holdings
Pooled Separate Account
$10.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY RETIREMENT 2045 TRUST CLASS F | — | — | $0 | $24.3M | 12.5% | |
| T. ROWE PRICE TRUST COMPANY RETIREMENT 2040 TRUST CLASS F | — | — | $0 | $18.9M | 9.7% | |
| T. ROWE PRICE RTM 2045 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $0 | $11.8M | 6.1% | |
| T. ROWE PRICE RTM 2040 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $0 | $10.9M | 5.6% | |
| NEW YORK LIFE ANCHOR ACC III NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $10.4M | 5.4% | |
| T. ROWE PRICE RTM 2035 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $0 | $10.3M | 5.3% | |
| T. ROWE PRICE RTM 2030 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $0 | $9.6M | 4.9% | |
| T. ROWE PRICE TRUST COMPANY RETIREMENT 2015 TRUST CLASS F | — | — | $0 | $8.2M | 4.2% | |
| FIDELITY INVESTMENTS SMALL CAP INDEX FUND | — | — | $0 | $7.2M | 3.7% | |
| T. ROWE PRICE RTM 2050 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $0 | $7.1M | 3.6% | |
| PRINCIPAL FUNDS INC DIVERSIFIED REAL ASSET FUND | — | — | $0 | $6.9M | 3.5% | |
| T. ROWE PRICE RTM 2055 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $0 | $6.8M | 3.5% | |
| ARTISAN PARTNERS MID CAP FUND | — | — | $0 | $6.5M | 3.3% | |
| LOOMIS SAYLES TRUST COMPANY LLC CORE PLUS FIXED INCOME FUND | — | — | $0 | $6.2M | 3.2% | |
| T. ROWE PRICE RTM 2025 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.2M | 3.2% | |
| T. ROWE PRICE US EQUITY RESEARCH FUND | — | — | $0 | $6.0M | 3.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND | — | — | $0 | $5.6M | 2.9% | |
| DODGE & COX BALANCED FUND | — | — | $0 | $4.5M | 2.3% | |
| DIMENSIONAL FUND ADVISORS INTERNATIONAL VALUE PORTFOLIO FUND | — | — | $0 | $4.2M | 2.2% | |
| BLACKROCK US DEBT INDEX T FUND BLACKROCK INST TRUST CO · EIN 94-3371910 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.2% | |
| T. ROWE PRICE TRUST COMPANY RETIREMENT 2020 TRUST CLASS F | — | — | $0 | $3.3M | 1.7% | |
| BLACKROCK INSTITUTIONAL TRUST COMPANY US DEBT INDEX TRUST FUND | — | — | $0 | $3.0M | 1.5% | |
| T. ROWE PRICE RTM 2020 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.5% | |
| VANGUARD INSTITUTIONAL INDEX INSTITUTIONAL FUND | — | — | $0 | $2.7M | 1.4% | |
| T ROWE PRICE RTM 2060 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.4% | |
| LOOMIS SAYLES CORPLS FX INC C LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $2.2M | 1.1% | |
| T. ROWE PRICE INSTITUTIONAL LARGE CAP GROWTH FUND | — | — | $0 | $2.2M | 1.1% | |
| BLACKROCK INFLATION PROTECTED BOND FUND | — | — | $0 | $1.1M | 0.6% | |
| T. ROWE PRICE RTM 2015 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $0 | $974K | 0.5% | |
| T. ROWE PRICE RTMT BAL TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | $0 | $634K | 0.3% | |
| T. ROWE PRICE RTM 2010 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | $0 | $300K | 0.2% | |
| MDU RESOURCES STOCK FUND | — | — | $0 | $278K | 0.1% | |
| T ROWE PRICE RTM 2065 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $278K | 0.1% | |
| EVERUS CONSTR GROUP INC. STOCK | — | — | $0 | $53K | <0.1% | |
| NEW YORK LIFE INSURANCE COMPANY ANCHOR ACCOUNT | — | — | — | $341 | <0.1% | |
| Participant Loans | — | — | — | $341 | <0.1% |
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