How big is EVS, Inc.'s plan?

EVS, Inc.'s plan reported $12.0M in assets and 178 participants for 2024.

Original filing (PDF)20250918160242NAL0000747459001

EVS, Inc.

Name: EVS, Inc. — EVS, Inc. 401(k) and Profit Sharing Plan, Form 5500 (2024)
Creator: EVS, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EVS, Inc. 401(k) and Profit Sharing Plan

401(k) retirement plan · EVS, Inc.'s EVS, Inc. 401(k) and Profit Sharing Plan held $12.0M in plan assets for 178 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

178

Accounts w/ balance

184

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Bailey Hart signed EVS, Inc.'s 2024 Form 5500 as plan administrator.

Bailey Hart — 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

EVS, Inc.'s EIN is 41-1363363.

EIN 41-1363363

Plan number 001

Plan year 2024

ACK ID 20250918160242NAL0000747459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EVS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

EVS, INC.

EIN

all filings

Address

10025 VALLEY VIEW ROAD SUITE 140 · EDEN PRAIRIE, MN · 55344

Phone

(952) 475-1018

Industry

Engineering Services· Professional & Technical Services

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

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHRISTENSEN GROUP FINANCIAL LLC	—	EDEN PRAIRIE, MN	INVESTMENT ADVISOR	$47K	—

Investments

31 direct securities· $12.0M(100% of reported assets)

Other securities

$9.2M

19 holdings

Common Collective Trusts

$1.6M

2 holdings

Mutual Funds

$1.2M

9 holdings

Stable Value

$48K

1 holding

					% of plan
BLACKROCK LIFEPATH INDEX 2055 K Mutual Fund	Other securities	—	—	$1.9M	15.4%
BLACKROCK LIFEPATH INDEX 2060 K Mutual Fund	Other securities	—	—	$1.4M	11.2%
BLACKROCK LIFEPATH INDEX 2045 K Mutual Fund	Other securities	—	—	$1.3M	11.0%
FIDELITY 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$1.3M	10.6%
BLACKROCK LIFEPATH INDEX 2050 K Mutual Fund	Other securities	—	—	$880K	7.3%
BLACKROCK LIFEPATH INDEX RETIREMENT Mutual Fund	Other securities	—	—	$791K	6.6%
BLACKROCK LIFEPATH INDEX 2035 K Mutual Fund	Other securities	—	—	$784K	6.5%
BLACKROCK LIFEPATH INDEX 2040 K Mutual Fund	Other securities	—	—	$655K	5.4%
MFS GROWTH Mutual Fund	Mutual Funds	—	—	$479K	4.0%
VANGUARD INFORMATION TECHNOLOGY IDX Mutual Fund	Common Collective Trusts	—	—	$357K	3.0%
BLACKROCK LIFEPATH INDEX 2030 K Mutual Fund	Other securities	—	—	$281K	2.3%
PGIM TOTAL RETURN BOND Mutual Fund	Other securities	—	—	$270K	2.2%
JPMORGAN EQUITY INCOME Mutual Fund	Other securities	—	—	$247K	2.1%
PIONEER BALANCED Mutual Fund	Other securities	—	—	$234K	1.9%
FIDELITY MID CAP INDEX Mutual Fund	Mutual Funds	—	—	$137K	1.1%
FIDELITY INTERNATIONAL INDEX Mutual Fund	Mutual Funds	—	—	$122K	1.0%
with maturity to June 2054	Other securities	—	—	$117K	1.0%
AMERICAN FUNDS AMERICAN BALANCED Mutual Fund	Mutual Funds	—	—	$111K	0.9%
JANUS HENDERSON ENTERPRISE Mutual Fund	Mutual Funds	—	—	$104K	0.9%
JPMORGAN SMALL CAP GROWTH Mutual Fund	Other securities	—	—	$89K	0.7%
BLACKROCK LIFEPATH INDEX 2065 K Mutual Fund	Other securities	—	—	$80K	0.7%
AMERICAN CENTURY MID CAP VALUE Mutual Fund	Other securities	—	—	$70K	0.6%
FIDELITY SMALL CAP INDEX Mutual Fund	Mutual Funds	—	—	$66K	0.5%
BLACKROCK HEALTH SCIENCES OPPS Mutual Fund	Other securities	—	—	$60K	0.5%
VANGUARD UTILITIES INDEX ADM Mutual Fund	Mutual Funds	—	—	$52K	0.4%
AMERICAN FUNDS EUROPACIFIC GR Mutual Fund	Mutual Funds	—	—	$50K	0.4%
KEY GUARANTEED PORTFOLIO FUND Guaranteed Investment Contract	Stable Value	—	—	$48K	0.4%
FIDELITY REAL ESTATE INDEX Mutual Fund	Mutual Funds	—	—	$43K	0.4%
PGIM HIGH-YIELD Mutual Fund	Other securities	—	—	$42K	0.3%
AMERICAN CENTURY SMALL CAP VALUE Mutual Fund	Other securities	—	—	$42K	0.3%
AMERICAN CENTURY EMERGING MARKETS Mutual Fund	Other securities	—	—	$11K	<0.1%