Original filing (PDF)20250918160242NAL0000747459001

EVS, INC.

Name: EVS, INC. — EVS, INC. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EVS, INC.

Form 5500

FILING_RECEIVED

EVS, INC. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

178

Accounts w/ balance

184

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

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 (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

56 bps in Schedule C fees — 93% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVS, INC..

Plan sponsor

Name

EVS, INC.

EIN

41-1363363

Address

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

Phone

(952) 475-1018

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-09-18

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)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

BOULAY

Trustee / custodian

—

Trustee phone

—

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)

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