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Original filing (PDF)20251010100729NAL0007486577001
EVERENCE SERVICES, LLC
Form 5500
FILING_RECEIVED
EVERENCE SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
393
Accounts w/ balance
519
Plan assets (EOY)
$61.4M
Net assets (EOY)
$61.4M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERENCE SERVICES, LLC.
Plan sponsor
Name
EVERENCE SERVICES, LLC
EIN
35-1962055
Address
1110 N MAIN STREET · PO BOX 483 · GOSHEN, IN · 46527
Phone
(574) 533-9515
Industry
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
2025-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $10K | — |
Investments
38 direct securities · 1 pooled fund· $63.6M(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.
Uncategorized
$61.0M
38 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Praxis Growth Index Fund I Praxis 0 | — | — | — | $5.9M | 9.7% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $5.1M | 8.3% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $3.7M | 6.1% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $3.6M | 5.9% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $3.4M | 5.5% | |
| Columbia Dividend Income I3 Columbia 0 | — | — | — | $3.1M | 5.0% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $2.9M | 4.8% | |
| STANDARD STABLE ASSET FUND STANDARD INSURANCE CO. · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $2.6M | 4.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $2.3M | 3.8% | |
| Standard Stable Asset Fund 2 Standard Stable 0 | — | — | — | $2.3M | 3.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $2.3M | 3.7% | |
| Praxis Impact Bond Fund Institutional Praxis 0 | — | — | — | $2.1M | 3.5% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $2.0M | 3.3% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $1.9M | 3.1% | |
| Praxis Value Index Fund I Praxis 0 | — | — | — | $1.7M | 2.7% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $1.7M | 2.7% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.6M | 2.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.5M | 2.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $1.4M | 2.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $1.4M | 2.3% | |
| Artisan Mid Cap Instl Artisan 0 | — | — | — | $1.3M | 2.1% | |
| Praxis International Index Fund I Praxis 0 | — | — | — | $1.2M | 2.0% | |
| Principal MidCap Value I R5 Principal 0 | — | — | — | $1.2M | 1.9% | |
| American Eupac R6 American Eupac 0 | — | — | — | $1.1M | 1.9% | |
| Cohen & Steers Real Estate Secs Inst Cohen & Steers 0 | — | — | — | $997K | 1.6% | |
| PIMCO All Asset Instl PIMCO 0 | — | — | — | $777K | 1.3% | |
| Calvert Balanced Fund I Calvert 0 | — | — | — | $735K | 1.2% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $714K | 1.2% | |
| Impax Small Cap Instl Impax 0 | — | — | — | $657K | 1.1% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $487K | 0.8% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $433K | 0.7% | |
| Principal SmallCap Growth I R5 Principal 0 | — | — | — | $363K | 0.6% | |
| Calvert Growth Allocation I Calvert 0 | — | — | — | $295K | 0.5% | |
| Calvert Conservative Allocation I Calvert 0 | — | — | — | $256K | 0.4% | |
| AB High Income Z Alliance Bernstein 0 | — | — | — | $203K | 0.3% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $127K | 0.2% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $53K | <0.1% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $40K | <0.1% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $18K | <0.1% |