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Original filing (PDF)20250924051103NAL0016299458001
EVANGELICAL SERVICES
Form 5500
FILING_RECEIVED
WESLEY ENHANCED LIVING RETIREMENT PLAN
401(k) retirement plan
Active participants
878
Accounts w/ balance
1,174
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 115% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVANGELICAL SERVICES.
Plan sponsor
Name
EVANGELICAL SERVICES
EIN
23-2648022
Address
626 JACKSONVILLE RD. STE 200 · WARMINSTER, PA · 18974
Phone
(215) 354-3195
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $102K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $91K | — |
Investments
28 direct securities · 1 pooled fund· $30.3M(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.
Registered Investment Companies
$26.4M
28 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $6.1M | 19.6% | |
| MORLEY STABLE VALUE FUND 100 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.9M | 12.6% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $2.5M | 7.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.2M | 7.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.9M | 6.0% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $1.5M | 4.9% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $1.3M | 4.3% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $927K | 3.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $815K | 2.6% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $781K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $665K | 2.1% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $615K | 2.0% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $590K | 1.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $580K | 1.9% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $552K | 1.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $535K | 1.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $515K | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $303K | 1.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $290K | 0.9% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $281K | 0.9% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $265K | 0.9% | |
| VIC PIO INTERNATIONAL EQ Y | Registered Investment Companies | — | — | $225K | 0.7% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $197K | 0.6% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $149K | 0.5% | |
| PGIM JENNISON UTILITY R6 | Registered Investment Companies | — | — | $113K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $103K | 0.3% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $54K | 0.2% |
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