Back to filter
Original filing (PDF)20250415114409NAL0005530496001
EVENTIDE LUTHERAN HOME
Form 5500-SF
FILING_RECEIVED
EVENTIDE 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
114
Accounts w/ balance
58
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVENTIDE LUTHERAN HOME.
Plan sponsor
Name
EVENTIDE LUTHERAN HOME
EIN
42-0866122
Address
114 S. 20TH STREET · DENISON, IA · 51442
Phone
(712) 263-3114
Industry
Health Care & Social Assistancesee 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
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
EXCEPTIONAL OPPORTUNITIES, INC.
EXCEPTIONAL OPPORTUNITIES RETIREMENT PLAN
$2.5M · 98 participants
ASSUMPTION HOME, INC.
THE ASSUMPTION HOME 401(K) PLAN & TRUST
$2.5M
COMMUNITY WELFARE COUNCIL OF NEWTOWN DBA PICKERING MANOR
PICKERING MANOR HOME 401(K) PLAN
$2.5M · 124 participants
BRISTOL PLACE CORPORATION
BRISTOL PLACE CORPORATION PROFIT SHARING PLAN
$2.5M · 23 participants
WIDE HORIZON, INC.
WIDE HORIZON, INC. EMPLOYEES TAX SHELTERED ANNUITY PLAN
$2.5M · 33 participants
GLENFLORA
GLENFLORA EMPLOYEES' PENSION PLAN
$2.5M · 10 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B