Evertree Insurance 401(k) match, vesting and fees
What Evertree Insurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Evertree Insurance: employer contribution per participant | $2,535 | |
| Peer median | $1,772 |
| Evertree Insurance: average balance | $36,025 | |
| Peer median | $60,900 |
| Evertree Insurance: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $235K at the end of plan year 2023 to $8.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 244 | $8.5M | $601K | $2,535 | 0.74% | Not published | Form 5500 ↗ |
| 2024 | 245 | $5.1M | $559K | $2,331 | 1.19% | Not published | Form 5500 ↗ |
| 2023 | 11 | $235K | $75K | $6,840 | 0.03% | Not published | 5500-SF ↗ |
Common questions
Does Evertree Insurance match 401(k) contributions?
The match terms for the Evertree Insurance 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $601K in employer contributions, about $2,535 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evertree Insurance 401(k) match vested?
The vesting schedule for the Evertree Insurance 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evertree Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Life & Annuity Insurance Co. The plan administrator is Evertree Insurance LLC.
I left Evertree Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evertree Insurance LLC, (917) 364-8455) or the recordkeeper, Empower Life & Annuity Insurance Co. The Evertree Insurance old 401(k) page lists the contacts from every plan filing. Find an old Evertree Insurance 401(k)
Data from the public Form 5500 annual reports Evertree Insurance filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Evertree Insurance. Not financial advice. Report a correction · Methodology