How big is Evans Scholars Foundation's plan?

Evans Scholars Foundation's plan reported $24.1M in assets and 101 participants for 2024.

Original filing (PDF)20250916112630NAL0001910737001

Evans Scholars Foundation

Name: Evans Scholars Foundation — Evans Scholars, Form 5500 (2024)
Creator: Evans Scholars Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Evans Scholars Foundation Tax Deferred Annuity Retirement Plan

403(b) retirement plan · Evans Scholars Foundation's Evans Scholars Foundation Tax Deferred Annuity Retirement Plan held $24.1M in plan assets for 101 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

High average account balance

Active participants

101

Accounts w/ balance

127

Plan assets (EOY)

$24.1M

Net assets (EOY)

$24.1M

People on this filing

Steve Brueggeman signed Evans Scholars Foundation's 2024 Form 5500 as plan administrator.

Steve Brueggeman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Evans Scholars Foundation's EIN is 36-2518129.

EIN 36-2518129

Plan number 001

Plan year 2024

ACK ID 20250916112630NAL0001910737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evans Scholars Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evans Scholars Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVANS SCHOLARS FOUNDATION.

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How this plan invests

This plan

55 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).
High average account balance (95th percentile).

Plan sponsor

Name

EVANS SCHOLARS FOUNDATION

EIN

all filings

Address

2501 PATRIOT BLVD. · GLENVIEW, IL · 60026

Phone

(847) 724-4600

Industry

Other Services (ex. Public Admin)

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

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Mutual Funds

$19.2M

52 holdings

Common Collective Trusts

$4.5M

3 holdings

					% of plan
Vanguard 500 Index Adm	Common Collective Trusts	—	—	$4.3M	18.0%
Vanguard LifeStrategy Growth Inv	Mutual Funds	—	—	$3.8M	15.8%
Vanguard Cash Reserves Federal MM Adm	Mutual Funds	—	—	$1.5M	6.0%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$1.4M	6.0%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$1.2M	5.1%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$996K	4.1%
Vanguard Growth Index Adm	Mutual Funds	—	—	$917K	3.8%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$811K	3.4%
Vanguard Short-Term Invest Grade Adm	Mutual Funds	—	—	$744K	3.1%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$669K	2.8%
Vanguard U.S. Growth Adm	Mutual Funds	—	—	$666K	2.8%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$650K	2.7%
Vanguard Wellington Admiral	Mutual Funds	—	—	$593K	2.5%
Vanguard Value Index Adm	Mutual Funds	—	—	$560K	2.3%
Vanguard International Value Inv	Mutual Funds	—	—	$492K	2.0%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$434K	1.8%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$396K	1.6%
Vanguard Small-Cap Value Index Adm	Mutual Funds	—	—	$380K	1.6%
Vanguard FTSE Social Index Adm	Mutual Funds	—	—	$368K	1.5%
Vanguard Windsor Inv	Mutual Funds	—	—	$363K	1.5%
Vanguard Total Intl Stock Index Adm	Mutual Funds	—	—	$217K	0.9%
Vanguard Balanced Index Adm	Mutual Funds	—	—	$216K	0.9%
Vanguard Windsor II Adm	Mutual Funds	—	—	$182K	0.8%
Vanguard Dividend Growth Inv	Mutual Funds	—	—	$180K	0.7%
Vanguard Total Stock Market Index Adm	Common Collective Trusts	—	—	$156K	0.6%
Vanguard Federal Money Market Inv	Mutual Funds	—	—	$136K	0.6%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$122K	0.5%
s * Vanguard STAR Inv	Mutual Funds	—	—	$119K	0.5%
Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$110K	0.5%
Vanguard Windsor Adm	Mutual Funds	—	—	$83K	0.3%
Vanguard Core Bond Adm	Mutual Funds	—	—	$80K	0.3%
Vanguard Growth and Income Adm	Mutual Funds	—	—	$80K	0.3%
Vanguard Strategic Equity Inv	Mutual Funds	—	—	$74K	0.3%
Vanguard Health Care Adm	Mutual Funds	—	—	$71K	0.3%
Vanguard Developed Mkts Index Adm	Mutual Funds	—	—	$69K	0.3%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$61K	0.3%
Vanguard LifeStrategy Consv Growth Inv 644 * Vanguard Strategic Small-Cap Equity Inv	Mutual Funds	—	—	$60K	0.2%
Vanguard Emerging Mkts Stock Idx Adm	Common Collective Trusts	—	—	$36K	0.2%
Vanguard Total World Stock Index Adm	Mutual Funds	—	—	$36K	0.1%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$35K	0.1%
Vanguard Selected Value Inv	Mutual Funds	—	—	$33K	0.1%
Vanguard Small-Cap Index Adm	Mutual Funds	—	—	$30K	0.1%
Vanguard Interm-Term Invst Grade Adm	Mutual Funds	—	—	$29K	0.1%
Vanguard Energy Adm	Mutual Funds	—	—	$28K	0.1%
Vanguard Short-Term Bond Index Adm	Mutual Funds	—	—	$27K	0.1%
Vanguard Inflation-Protected Sec Adm	Mutual Funds	—	—	$27K	0.1%
Vanguard Real Estate Index Adm	Mutual Funds	—	—	$24K	<0.1%
Vanguard Dividend Apprec Index Adm	Mutual Funds	—	—	$19K	<0.1%
Vanguard LifeStrategy Income Inv	Mutual Funds	—	—	$16K	<0.1%
Vanguard Inflation-Protected Sec Inv	Mutual Funds	—	—	$10K	<0.1%