Evervet Operations 401(k) match, vesting and fees
What Evervet Operations' 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 Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Evervet Operations: employer contribution per participant | $1,839 | |
| Peer median | $2,682 |
| Evervet Operations: average balance | $22,225 | |
| Peer median | $99,496 |
| Evervet Operations: admin expenses ÷ assets | 1.07% | |
| Peer median | 0.18% |
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 $7.8M at the end of plan year 2023 to $18.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 857 | $18.2M | $1.5M | $1,839 | 1.07% | Not published | Form 5500 ↗ |
| 2024 | 753 | $13.2M | $1.3M | $1,822 | 1.16% | Not published | Form 5500 ↗ |
| 2023 | 739 | $7.8M | $980K | $1,326 | 0.60% | Not published | Form 5500 ↗ |
Other Evervet Operations plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Evervet Operations 401(k) Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Evervet Operations match 401(k) contributions?
The match terms for the Evervet 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.5M in employer contributions, about $1,839 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evervet Operations 401(k) match vested?
The vesting schedule for the Evervet 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evervet Operations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Co. The plan administrator is Evervet Operations, LLC.
I left Evervet Operations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evervet Operations, LLC, (610) 947-0700) or the recordkeeper, Empower Annuity Insurance Co. The Evervet Operations old 401(k) page lists the contacts from every plan filing. Find an old Evervet Operations 401(k)
Data from the public Form 5500 annual reports Evervet Operations filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Evervet Operations. Not financial advice. Report a correction · Methodology