Back to filter
Original filing (PDF)20250630200602NAL0016946048001
EVERGY, INC.
Form 5500
FILING_RECEIVED
EVERGY, INC. 401K SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,722
Accounts w/ balance
5,978
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
21 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 60% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGY, INC..
Plan sponsor
Name
EVERGY, INC.
EIN
82-2733395
Address
P. O. BOX 418679 · KANSAS CITY, MO · 641419679
Phone
(816) 556-2200
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | NONE | $723K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $394K | — |
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | NONE | $82K | — |
Investments
10 direct securities · 21 pooled funds· $1.7B(100% 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.
Common Collective Trust
$1.3B
21 holdings
Uncategorized
$375.8M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $268.7M | 18.0% | |
| STATE STREET RUSSELL SM/MID CAP IND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $92.6M | 6.2% | |
| State St Gbl Allcp Eq Ex-Us Idx Sl Cl Ii Common/Collective Trust Fund | — | — | — | $92.2M | 6.2% | |
| STATE STREET GLOBAL ALL CAP EX-US I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $92.2M | 6.2% | |
| MFS GROWTH EQUITY CIT CLASS 4R MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 015 | Common Collective Trust | — | — | $89.4M | 6.0% | |
| AMERICAN CENTURY RET 2045 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $82.5M | 5.5% | |
| AMERICAN CENTURY RET 2040 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $80.7M | 5.4% | |
| AMERICAN CENTURY RET 2035 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $80.2M | 5.4% | |
| AMERICAN CENTURY RET 2030 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $76.7M | 5.1% | |
| State St Us Bnd Indx Sl Cl Xiv Common/Collective Trust Fund | — | — | — | $71.2M | 4.8% | |
| STATE STREET US BOND INDEX SL CI XI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $71.2M | 4.8% | |
| AMERICAN CENTURY RET 2050 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $58.1M | 3.9% | |
| GOLDMAN SACHS STABLE VALUE GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $46.9M | 3.1% | |
| AMERICAN CENTURY RET 2025 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $46.4M | 3.1% | |
| Empower Self-Directed Brokerage Accounts Brokerage Account | — | — | — | $46.0M | 3.1% | |
| Evergy, Inc. Common Stock | — | — | — | $43.7M | 2.9% | |
| AMERICAN CENTURY RET 2055 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $39.1M | 2.6% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $33.4M | 2.2% | |
| AMERICAN CENTURY IN RET TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $30.2M | 2.0% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $26.6M | 1.8% | |
| AMERICAN CENTURY RET 2060 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $26.0M | 1.7% | |
| Mfs New Discovery Value R6 Mutual Fund | — | — | — | $24.3M | 1.6% | |
| Participant Loans Various participants, interest rates | — | — | — | $23.2M | 1.5% | |
| PRUDENTIAL CORE PLUS BOND CL 12 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $22.3M | 1.5% | |
| CARILLON EAGLE MID CAP GROWTH CIT ALTA TRUST COMPANY, INC. · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $21.6M | 1.4% | |
| Jpmorgan 100% U.S. Tr Sec Mm Inst Money Market Fund | — | — | — | $19.4M | 1.3% | |
| T. Rowe Price Overseas Stock I Mutual Fund | — | — | — | $19.4M | 1.3% | |
| Jpmorgan Emerging Markets Equity R6 Mutual Fund | — | — | — | $9.7M | 0.6% | |
| CLEARBRIDGE SMALL CAP GROWTH WILMINGTON TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $7.4M | 0.5% | |
| PIONEER MULTI-SECTOR FIXED INCOME WILMINGTON TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $7.2M | 0.5% | |
| AMERICAN CENTURY RET 2065 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.4% |