How big is Eventide's plan?

Eventide's plan reported $22.3M in assets and 1,122 participants for 2024.

Original filing (PDF)20251015133939NAL0009515010001

Eventide

Name: Eventide — Eventide 403(b) Tax Deferred Savings Plan, Form 5500 (2024)
Creator: Eventide
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Eventide 403(b) Tax Deferred Savings Plan

403(b) retirement plan · Eventide's Eventide 403(b) Tax Deferred Savings Plan held $22.3M in plan assets for 1,122 participants in 2024, with Alerus as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

1,122

Accounts w/ balance

463

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.1M

People on this filing

Darin OHE signed Eventide's 2024 Form 5500 as plan administrator.

Darin OHE — 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

Eventide's EIN is 41-0721640.

EIN 41-0721640

Plan number 003

Plan year 2024

ACK ID 20251015133939NAL0009515010001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eventide's plan includes a 403(b) annuity, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

EVENTIDE

EIN

all filings

Address

801 MAIN AVENUE · SUITE 201 · MOORHEAD, MN · 56560

Phone

(218) 291-2230

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS FINANCIAL, N.A.	45-6062081	—	NONE	$96K	—

Investments

31 direct securities· $22.1M(99% of reported assets)

Mutual Funds

$14.8M

22 holdings

Other securities

$3.7M

4 holdings

Common Collective Trusts

$2.7M

3 holdings

Bonds / Notes

$503K

1 holding

Stable Value

$362K

1 holding

					% of plan
Fidelity Advisor Equity Growth Z Mutual Fund N/A	Mutual Funds	—	—	$2.9M	13.1%
Vanguard Windsor II Admiral SHRS Fund Mutual Fund N/A	Mutual Funds	—	—	$2.6M	11.7%
Vanguard BD Index Fund Inc. Interm-Term Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$1.8M	8.3%
AFS Europacific Growth R6 Mutual Fund N/A	Other securities	—	—	$1.6M	7.0%
American Funds Target Retirement 2035 Mutual Fund N/A	Mutual Funds	—	—	$1.4M	6.1%
JP Morgan Mid Cap Growth R6 Mutual Fund N/A	Other securities	—	—	$1.3M	5.7%
American Funds Target Date Retirement 2055 R6 Mutual Fund N/A	Mutual Funds	—	—	$1.2M	5.3%
Vanguard Small Cap Growth Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$1.2M	5.3%
Vanguard Small Cap Value Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$1.2M	5.2%
MFS Mid Cap Value FD CL R6 Mutual Fund N/A	Mutual Funds	—	—	$1.1M	5.1%
Dodge & Cox Income Fund Class X Mutual Fund N/A	Mutual Funds	—	—	$1.1M	4.8%
American Funds Target Date Retirement 2045 Mutual Fund N/A	Mutual Funds	—	—	$1.0M	4.6%
Federated Hermes instl High Yield Bond Mutual Fund N/A	Other securities	—	—	$784K	3.5%
Vanguard Real Estate Index Admiral Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$609K	2.7%
Maturing 2025-2029 at * Notes receivable from participants interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$503K	2.3%
The Standard Guaranteed Rate Stable Value 1 Group Annuity Contract N/A	Stable Value	—	—	$362K	1.6%
Dimensional Emerging Markets Mutual Fund N/A	Mutual Funds	—	—	$311K	1.4%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$288K	1.3%
Vanguard Wellington Admiral Shares Fund #521 Mutual Fund N/A	Mutual Funds	—	—	$244K	1.1%
American Funds Target Retirement 2025 Mutual Fund N/A	Mutual Funds	—	—	$206K	0.9%
American Funds Target Date Retirement 2050 Mutual Fund N/A	Mutual Funds	—	—	$173K	0.8%
American 2060 Target Date Retirement R6 Mutual Fund N/A	Other securities	—	—	$78K	0.4%
American Funds Target Retirement 2040 Mutual Fund N/A	Mutual Funds	—	—	$71K	0.3%
American Funds Target Retirement 2030 Mutual Fund N/A	Mutual Funds	—	—	$38K	0.2%
American Funds 2065 Target Date Retirement Fund Mutual Fund N/A	Mutual Funds	—	—	$37K	0.2%
Fidelity Mid Cap Index instl Mutual Fund N/A	Mutual Funds	—	—	$12K	<0.1%
American Funds Target Retirement 2020 Mutual Fund N/A	Mutual Funds	—	—	$9K	<0.1%
American Funds Target Retirement 2015 Mutual Fund N/A	Mutual Funds	—	—	$8K	<0.1%
T Rowe Price Retirement Balance FD Retail Mutual Fund N/A	Mutual Funds	—	—	$7K	<0.1%
Fidelity Small Cap Index Mutual Fund N/A	Mutual Funds	—	—	$6K	<0.1%
Vanguard Total International Stock Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$1K	<0.1%