Plan5500

Everlane, Inc. Retirement Trust — Form 5500 plan (Everlane, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Everlane, Inc. Retirement Trust is a benefit plan reported by Everlane, Inc. under EIN 90-0601878 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $7,365,355 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Everlane, Inc.
EIN
90-0601878
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
538
End-of-year plan assets
$7,365,355

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023538H, C20241014104419NAL0027062897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,365,355
Total liabilities (EOY)
$0
Net assets (EOY)
$7,365,355
Net assets (BOY)
$6,481,460

Income & contributions

Employer contributions
$0
Participant contributions
$1,383,582
Total contributions
$1,488,835
Total income / additions
$2,752,696

Expenses & distributions

Benefits paid
$1,751,218
Administrative expenses
$75,481
Total expenses
$1,868,801
Net increase / (decrease)
$883,895

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$52,323$02023
Portico Wealth Advisors LLCINVESTMENT ADVISOR$14,254not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$7,159not reported in the loaded dataset2023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$1,052not reported in the loaded dataset2023

Related Form 5500 pages