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Original filing (PDF)20251203135736NAL0001749922001
EVENSONBEST, LLC
Form 5500
FILING_RECEIVED
EVENSONBEST, LLC, 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.6 moNo recordkeeper disclosed
Active participants
236
Accounts w/ balance
300
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
47 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
98
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVENSONBEST, LLC.
Plan sponsor
Name
EVENSONBEST, LLC
EIN
13-3917122
Address
55 FIFTH AVENUE · NEW YORK, NY · 10003
Phone
(212) 549-8000
Industry
Manufacturingsee 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
2025-12-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 02-0488491 | — | SERVICE PROVIDER | $4K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $0 | — |
Investments
3 direct securities · 47 pooled funds· $29.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$27.6M
47 holdings
Uncategorized
$1.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LIFCYC IN 2035 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.9M | 14.0% | |
| NUVEEN LIFCYC IN 2030 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 11.1% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 10.6% | |
| NUVEEN LIFCYC IN 2040 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 8.9% | |
| NUVEEN LIFCYC IN 2045 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.9M | 6.6% | |
| NUVEEN LGCP GRW INDX FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.1% | |
| NUVEEN LIFCYC IN 2050 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.0% | |
| VANGRD INFO TECH INDX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.0% | |
| VOYA FIXED ACCOUNT (4634) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.9% | |
| NUVEEN LIFCYC IN 2025 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| NUVEEN LIFCYC IN 2020 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $909K | 3.2% | |
| iShares Russell Mid-Cap Idx K Pooled Separate Account | — | — | — | $710K | 2.5% | |
| ISH RUS SM MD CP IDX K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $710K | 2.5% | |
| VANGRD TOT ST MKT INDX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $704K | 2.5% | |
| NUVEEN LIFCYC IN 2055 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $590K | 2.1% | |
| Nuveen Intl Eq Ind Fd R6 Pooled Separate Account | — | — | — | $486K | 1.7% | |
| TIAA-CREF LIFCYC IN 2040 F INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $486K | 1.7% | |
| Participants' loans receivable Interest rates ranging from 4.25% - 9.50% per annum and | — | — | — | $415K | 1.5% | |
| VANGRD MD-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $336K | 1.2% | |
| VANGRD MID-CAP VL INDX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $323K | 1.1% | |
| NUVEEN LIFCYC IN 2060 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $292K | 1.0% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $277K | 1.0% | |
| VANGRD EXPLORER FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $238K | 0.8% | |
| NUVEEN LGCP VL INDX FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $195K | 0.7% | |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $185K | 0.7% | |
| FID INF PRT BD IDX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $175K | 0.6% | |
| VANGRD TX-MNGD BAL FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $168K | 0.6% | |
| VANGRD TOT BD MKT IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $144K | 0.5% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $100K | 0.4% | |
| VANGRD HEALTH CARE IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $94K | 0.3% | |
| ISH RUS SM MD CP IDX K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $84K | 0.3% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $76K | 0.3% | |
| VANGRD LG-TRM INV-GRD FD ADMN VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $73K | 0.3% | |
| VANGRD SHTRM CRP BD IN FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $72K | 0.3% | |
| VANGRD SM-CAP VL INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $59K | 0.2% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $49K | 0.2% | |
| FIDELITY INTL BOND INDEX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $48K | 0.2% | |
| VANGRD ENERGY INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $42K | 0.2% | |
| DFA GLBL ALLOC 6040 PRT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $35K | 0.1% | |
| VANGRD UTILITIES IND FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $30K | 0.1% | |
| NUVEEN LIFCYC IN 2065 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $28K | 0.1% | |
| VANGRD FINANCIALS INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21K | <0.1% | |
| VANGRD HIGH-YD CORP FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18K | <0.1% | |
| DFA INTERM GOVT FIX INC PT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| VOYA GV MNY MKT F A (HLD A VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| NUVEEN LIFCYC IN RT I F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $592 | <0.1% | |
| FIDELITY MULTI-ASSET INDEX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $87 | <0.1% | |
| NUVEEN LIFCYC IN 2010 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $30 | <0.1% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA GLOBAL ALLOC 2575 PRT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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