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Original filing (PDF)20250821165249NAL0004458497001
EV GROUP INCORPORATED
Form 5500
FILING_RECEIVED
EV GROUP, INCORPORATED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
201
Accounts w/ balance
260
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EV GROUP INCORPORATED.
Plan sponsor
Name
EV GROUP INCORPORATED
DBA
EV GROUP INC.
EIN
05-0513460
Address
7700 S RIVER PARKWAY · TEMPE, AZ · 85284
Phone
(480) 305-2425
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NON | $27K | — |
| AMERIPRISE FINANCIAL SERVICES, INC. | 13-3180631 | — | NONE | $26K | — |
Investments
17 direct securities · 1 pooled fund· $11.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$11.9M
17 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1 Reliance Trust Company Macquarie Ltd-Term Div Income ** 53 2 Reliance Trust Company PGIM Total Return Bond | — | — | — | $2.8M | 22.8% | |
| Interest Bearing Cash 18 Reliance Trust Company Vanguard Cash Reserve Fed Money Market Admin | — | — | — | $1.7M | 14.0% | |
| 5 Reliance Trust Company Vanguard 500 Index Admiral | — | — | — | $1.6M | 13.4% | |
| 16 Reliance Trust Company Vanguard Total International Stock Index Admiral Shares | — | — | — | $1.6M | 13.3% | |
| 4 Reliance Trust Company Vanguard Equity Income Admiral | — | — | — | $848K | 7.0% | |
| 10 Reliance Trust Company AB Large Cap Growth | — | — | — | $846K | 7.0% | |
| 3 Reliance Trust Company Vanguard Balanced Index Admiral | — | — | — | $815K | 6.7% | |
| 15 Reliance Trust Company Vanguard Small Cap Index Admiral Shares | — | — | — | $663K | 5.5% | |
| 6 Reliance Trust Company Vanguard Total Stock Market Index Admiral | — | — | — | $410K | 3.4% | |
| 12 Reliance Trust Company Nuveen Mid Cap Value | — | — | — | $311K | 2.6% | |
| 13 Reliance Trust Company Carillon Eagle Mid Cap Growth | — | — | — | $242K | 2.0% | |
| 7 Reliance Trust Company Vanguard Target Retire 2045 | — | — | — | $22K | 0.2% | |
| 11 Reliance Trust Company Fidelity Advisor Equity Growth | — | — | — | $18K | 0.2% | |
| 14 Reliance Trust Company Principal MidCap Growth | — | — | — | $11K | <0.1% | |
| 8 Reliance Trust Company Vanguard Target Retire 2060 ** 961 9 Reliance Trust Company Vanguard Target Retire 2065 | — | — | — | $7K | <0.1% | |
| 17 Reliance Trust Company DFA Emerging Market Cor Equity | — | — | — | $6K | <0.1% | |
| Cash 19 * Reliance Trust Company Cash | — | — | — | $5K | <0.1% | |
| RELIANCE TRUST NYL ANCHOR I-0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
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