Original filing (PDF)20250904083709NAL0009919875001

Everest Campus Services Company, LLC

Name: Everest Campus Services Company, LLC — The Everest, Form 5500 (2024)
Creator: Everest Campus Services Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Everest Campus Services Company, LLC 401(k) Plan

401(k) retirement plan · Everest Campus Services Company, LLC's The Everest Campus Services Company, LLC 401(k) Plan held $18.8M in plan assets for 536 participants in 2024, with Empower as recordkeeper.

Active participants

536

Accounts w/ balance

314

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

How this plan invests

This plan

6 pooled trusts

Schedule D

36 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVEREST CAMPUS SERVICES COMPANY, LLC.

Plan sponsor

Name

EVEREST CAMPUS SERVICES COMPANY, LLC

EIN

47-2588173all filings

Address

2970 CLAIRMONT ROAD NE STE 310 · BROOKHAVEN, GA · 30329

Phone

(404) 920-5366

Industry

Real Estate

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

2025-09-04

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$80K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
RESOURCES INVESTMENT ADVISORS, LLC	—	OVERLAND PARK, KS	INVESTMENT MGMT	$18K	—

Investments

36 direct securities · 6 pooled funds· $18.4M(98% 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.

Other securities

$7.4M

21 holdings

Mutual Funds

$4.7M

12 holdings

Common Collective Trusts

$3.8M

1 holding

Pooled Separate Account

$1.3M

2 holdings

Common Collective Trust

$800K

4 holdings

Participant loans

$358K

1 holding

U.S. Treasuries

$109K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$5.5M State Street / SPDR$3.9M JPMorgan$2.0M Janus Henderson$1.7M Franklin Templeton$812K PIMCO$323K T. Rowe Price$318K American Century$198K Prudential / PGIM$156K

Related plans

Other plans using Empower Annuity Insurance Company O

Edward D. Jones & Co., L.P.

Edward D. Jones & Co. Profit Sharing and 401(k) Plan

$12.4B · 50,491 participants

3M Company

3M Voluntary Investment Plan and Employee Stock Ownership Plan

$10.6B · 21,780 participants

The New York-Presbyterian Hospital

The Retirement Savings Plan

$4.8B · 50,152 participants

Baylor Scott & White Holdings

Baylor Scott & White Health Retirement Savings Plan

$4.7B · 46,788 participants

Health Care Service Corporation

The 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	$3.7M	$3.8M	20.0%
Janus Henderson Balanced N	Mutual Funds	—	$1.6M	$1.7M	9.2%
State Street Target Retirement 2050 K	Other securities	—	$1.3M	$1.3M	6.8%
AB Large Cap Growth Z	Other securities	—	$1.1M	$1.2M	6.4%
State Street Target Retirement 2055 K	Other securities	—	$1.1M	$1.1M	6.1%
LARGE CAP VALUE I MGD BY JP MORGAN EMPOWER ANUUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129	Pooled Separate Account	—	$1.2M	$1.1M	6.0%
AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001	Common Collective Trust	—	$589K	$602K	3.2%
Fidelity Global ex US Index	Mutual Funds	—	$598K	$584K	3.1%
Fidelity Advisor Asset Manager(R) 85% Z	Mutual Funds	—	$411K	$448K	2.4%
Franklin Small-Mid Cap Growth R6	Mutual Funds	—	$465K	$441K	2.3%
State Street Target Retirement 2045 K	Other securities	—	$412K	$418K	2.2%
Fidelity Mid Cap Index	Mutual Funds	—	$362K	$373K	2.0%
PARTICIPANT LOANS	Participant loans	—	$358K	$358K	1.9%
JPMorgan Investor Conservative Growth R6	Other securities	—	$372K	$354K	1.9%
State Street Target Retirement 2035 K	Other securities	—	$334K	$330K	1.8%
T. Rowe Price Global Stock I	Other securities	—	$315K	$318K	1.7%
ClearBridge International Growth IS	Other securities	—	$310K	$306K	1.6%
Fidelity Small Cap Index	Mutual Funds	—	$306K	$304K	1.6%
State Street Target Retirement 2030 K	Other securities	—	$306K	$295K	1.6%
JPMorgan Emerging Markets Equity R6	Other securities	—	$315K	$283K	1.5%
Federated Hermes Total Return Bond R6	Other securities	—	$288K	$278K	1.5%
Key Guaranteed Portfolio Fund	Other securities	—	$266K	$272K	1.4%
Franklin Small Cap Value R6	Mutual Funds	—	$230K	$221K	1.2%
PIMCO Income Instl	Mutual Funds	—	$222K	$214K	1.1%
AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001	Common Collective Trust	—	$199K	$198K	1.1%
AMERICAN CENTURY MID CAP VAL IS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850	Pooled Separate Account	—	$204K	$198K	1.1%
State Street Target Retirement 2040 K	Other securities	—	$183K	$182K	1.0%
JPMorgan Investor Growth R6	Other securities	—	$168K	$179K	1.0%
PGIM High-Yield R6	Other securities	—	$156K	$156K	0.8%
Franklin Real Estate Securities R6	Mutual Funds	—	$173K	$151K	0.8%
Invesco Discovery R6	Mutual Funds	—	$151K	$141K	0.7%
BlackRock Inflation Protected Bond K	Other securities	—	$136K	$128K	0.7%
PIMCO Int Bond (USD-Hedged) Instl	U.S. Treasuries	—	$109K	$109K	0.6%
State Street Target Retirement 2020 K	Other securities	—	$96K	$90K	0.5%
State Street Target Retirement 2060 K	Other securities	—	$70K	$72K	0.4%
American Funds Capital Inc Bldr R6	Mutual Funds	—	$63K	$66K	0.4%
Allspring Core Bond R6	Other securities	—	$64K	$60K	0.3%
State Street Target Retirement 2025 K	Other securities	—	$59K	$57K	0.3%
FORFEITURES	Other securities	—	$6K	$7K	<0.1%
Fidelity Advisor Asset Manager 20% Z	Mutual Funds	—	$5K	$5K	<0.1%
RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001	Common Collective Trust	—	—	$0	<0.1%
RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001	Common Collective Trust	—	—	$0	<0.1%

1–42 of 42