Everbridge, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Everbridge, Inc. · EIN 262919312 · Plan #001
- Total assets
- $92.5M
- Net assets
- $92.5M
- Active participants
- 680
- With balances
- 1,062
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $99,104 |
| Hays Financial Group | Investment advisory (plan) | $65,000 |
| Turner, Warren, Hwang & Conrad Ac | Accounting | $16,150 |
| Wealth Management Systems Inc | Other services | $0 |