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Original filing (PDF)20250916112630NAL0001910737001
EVANS SCHOLARS FOUNDATION
Form 5500
FILING_RECEIVED
EVANS SCHOLARS FOUNDATION TAX DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Active participants
101
Accounts w/ balance
127
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVANS SCHOLARS FOUNDATION.
Plan sponsor
Name
EVANS SCHOLARS FOUNDATION
EIN
36-2518129
Address
2501 PATRIOT BLVD. · GLENVIEW, IL · 60026
Phone
(847) 724-4600
Industry
Other Services (ex. Public Admin)see 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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, ASCENSUS | 27-2037969 | DRESHER, PA | RECORDKEEPER | $7K | — |
Investments
55 direct securities· $23.7M(98% of reported assets)
Uncategorized
$23.6M
54 holdings
Mutual Funds
$119K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $4.3M | 18.0% | |
| Vanguard LifeStrategy Growth Inv | — | — | — | $3.8M | 15.8% | |
| Vanguard Cash Reserves Federal MM Adm | — | — | — | $1.5M | 6.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.4M | 6.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.2M | 5.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $996K | 4.1% | |
| Vanguard Growth Index Adm | — | — | — | $917K | 3.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $811K | 3.4% | |
| Vanguard Short-Term Invest Grade Adm | — | — | — | $744K | 3.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $669K | 2.8% | |
| Vanguard U.S. Growth Adm | — | — | — | $666K | 2.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $650K | 2.7% | |
| Vanguard Wellington Admiral | — | — | — | $593K | 2.5% | |
| Vanguard Value Index Adm | — | — | — | $560K | 2.3% | |
| Vanguard International Value Inv | — | — | — | $492K | 2.0% | |
| Vanguard Mid Cap Index Adm | — | — | — | $434K | 1.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $396K | 1.6% | |
| Vanguard Small-Cap Value Index Adm | — | — | — | $380K | 1.6% | |
| Vanguard FTSE Social Index Adm | — | — | — | $368K | 1.5% | |
| Vanguard Windsor Inv | — | — | — | $363K | 1.5% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $217K | 0.9% | |
| Vanguard Balanced Index Adm | — | — | — | $216K | 0.9% | |
| Vanguard Windsor II Adm | — | — | — | $182K | 0.8% | |
| Vanguard Dividend Growth Inv | — | — | — | $180K | 0.7% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $156K | 0.6% | |
| Vanguard Federal Money Market Inv | — | — | — | $136K | 0.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $122K | 0.5% | |
| s * Vanguard STAR Inv | Mutual Funds | — | — | $119K | 0.5% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $110K | 0.5% | |
| Vanguard Windsor Adm | — | — | — | $83K | 0.3% | |
| Vanguard Core Bond Adm | — | — | — | $80K | 0.3% | |
| Vanguard Growth and Income Adm | — | — | — | $80K | 0.3% | |
| Vanguard Strategic Equity Inv | — | — | — | $74K | 0.3% | |
| Vanguard Health Care Adm | — | — | — | $71K | 0.3% | |
| Vanguard Developed Mkts Index Adm | — | — | — | $69K | 0.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $61K | 0.3% | |
| Vanguard LifeStrategy Consv Growth Inv 644 * Vanguard Strategic Small-Cap Equity Inv | — | — | — | $60K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $36K | 0.2% | |
| Vanguard Total World Stock Index Adm | — | — | — | $36K | 0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $35K | 0.1% | |
| Vanguard Selected Value Inv | — | — | — | $33K | 0.1% | |
| Vanguard Small-Cap Index Adm | — | — | — | $30K | 0.1% | |
| Vanguard Interm-Term Invst Grade Adm | — | — | — | $29K | 0.1% | |
| Vanguard Energy Adm | — | — | — | $28K | 0.1% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $27K | 0.1% | |
| Vanguard Inflation-Protected Sec Adm | — | — | — | $27K | 0.1% | |
| Vanguard Real Estate Index Adm | — | — | — | $24K | <0.1% | |
| Vanguard Dividend Apprec Index Adm | — | — | — | $19K | <0.1% | |
| Vanguard LifeStrategy Income Inv | — | — | — | $16K | <0.1% | |
| Vanguard Inflation-Protected Sec Inv | — | — | — | $10K | <0.1% | |
| Vanguard Global Capital Cycles Inv | — | — | — | $10K | <0.1% | |
| Vanguard Wellesley Income Adm | — | — | — | $10K | <0.1% | |
| Vanguard Mid-Cap Value Index Adm | — | — | — | $9K | <0.1% | |
| Vanguard Global Equity Inv | — | — | — | $6K | <0.1% | |
| Vanguard International Growth Adm | — | — | — | $4K | <0.1% |
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