Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. EVERETT ENTERPRISES, INC.
EIN 56-2225445Administrative and Support and Waste Management and Remediation ServicesLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
16
5116 TERRA COTTA DRIVE - RALEIGH, NC 27613919-800-9109
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
J. EVERETT ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$3.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
J. EVERETT ENTERPRISES PROFIT SHARING PLAN
ProfitSharing
Assets$790K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J. EVERETT ENTERPRISES CASH BALANCE PLAN | CashBalance | $3.8M | 10 | 2024 | |
| 001 | J. EVERETT ENTERPRISES PROFIT SHARING PLAN | ProfitSharing | $790K | 6 | 2024 |
Retirement plans