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Original filing (PDF)20251007151913NAL0004775633001
EVERSANA
Form 5500
FILING_RECEIVED
EVERSANA 401(K) PLAN
401(k) retirement plan
Active participants
3,647
Accounts w/ balance
5,154
Plan assets (EOY)
$348.1M
Net assets (EOY)
$348.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERSANA.
Plan sponsor
Name
EVERSANA
EIN
39-1821626
Address
7045 COLLEGE BLVD · OVERLAND PARK, KS · 66211
Phone
(414) 299-4900
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
2025-10-07
Pension benefit codes
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REILLY, PENNER AND BENTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $268K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | ADVISOR | $231K | — |
Investments
38 direct securities · 2 pooled funds· $348.4M(100% 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.
Uncategorized
$342.8M
38 holdings
Common Collective Trust
$5.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $48.0M | 13.8% | |
| Fidelity Freedom Index 2050 Registered Investment Company | — | — | — | $30.2M | 8.7% | |
| Fidelity Freedom Index 2040 Registered Investment Company | — | — | — | $25.9M | 7.4% | |
| Fidelity Freedom Index 2035 Registered Investment Company | — | — | — | $25.5M | 7.3% | |
| Fidelity Freedom Index 2055 Registered Investment Company | — | — | — | $25.2M | 7.2% | |
| Fidelity Freedom Index 2045 Registered Investment Company | — | — | — | $24.6M | 7.1% | |
| JPMorgan Large Cap Growth Registered Investment Company | — | — | — | $21.5M | 6.2% | |
| Fidelity Freedom Index 2030 Registered Investment Company | — | — | — | $18.6M | 5.3% | |
| Fidelity Freedom Index 2060 Registered Investment Company | — | — | — | $17.5M | 5.0% | |
| Columbia Dividend Income Registered Investment Company | — | — | — | $11.7M | 3.4% | |
| Fidelity MidCap Index Registered Investment Company | — | — | — | $9.5M | 2.7% | |
| MFS International Diversification Registered Investment Company | — | — | — | $9.0M | 2.6% | |
| Fidelity Freedom Index 2025 Registered Investment Company | — | — | — | $8.1M | 2.3% | |
| Fidelity Total International Index Registered Investment Company | — | — | — | $8.0M | 2.3% | |
| Fidelity U.S. Bond Index Registered Investment Company | — | — | — | $6.7M | 1.9% | |
| Victory Sycamore Established Value Registered Investment Company | — | — | — | $6.2M | 1.8% | |
| Fed Hermes MDT Sm Cap Growth Registered Investment Company | — | — | — | $5.9M | 1.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.5% | |
| Dodge & Cox Income Registered Investment Company | — | — | — | $5.1M | 1.5% | |
| Fidelity SmallCap Index Registered Investment Company | — | — | — | $4.4M | 1.3% | |
| Fidelity MidCap Growth Index Registered Investment Company | — | — | — | $4.4M | 1.3% | |
| American Funds New World Registered Investment Company | — | — | — | $3.8M | 1.1% | |
| PGIM Global Total Return Registered Investment Company | — | — | — | $3.7M | 1.1% | |
| Fidelity Freedom Index 2065 Registered Investment Company | — | — | — | $3.5M | 1.0% | |
| Participant Loans 4.25% - 9.50% -0- | — | — | — | $3.4M | 1.0% | |
| Fidelity Freedom Index 2020 Registered Investment Company | — | — | — | $2.8M | 0.8% | |
| American Century Small Cap Value Registered Investment Company | — | — | — | $2.4M | 0.7% | |
| Victory Trivalent International Small-Cap Registered Investment Company | — | — | — | $2.3M | 0.7% | |
| Cohen & Steers Real Estate Securities Registered Investment Company | — | — | — | $2.0M | 0.6% | |
| Fidelity Freedom Index 2015 Registered Investment Company | — | — | — | $978K | 0.3% | |
| Grant Park Multi Alternative Strategies Registered Investment Company | — | — | — | $795K | 0.2% | |
| Fidelity Freedom Index Income Registered Investment Company | — | — | — | $640K | 0.2% | |
| Federated Capital Preservation Common-Collective Trust | — | — | — | $243K | <0.1% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $243K | <0.1% | |
| Calvert Growth Allocation Registered Investment Company | — | — | — | $231K | <0.1% | |
| Fidelity Government Money Market Money Market | — | — | — | $127K | <0.1% | |
| Calvert Moderate Allocation Registered Investment Company | — | — | — | $36K | <0.1% | |
| Calvert Conservative Allocation Registered Investment Company | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2010 Registered Investment Company | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2070 Registered Investment Company | — | — | — | $5K | <0.1% |
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