How big is Everservice Holdings, LLC's plan?

Everservice Holdings, LLC's plan reported $8.6M in assets and 420 participants for 2024.

Original filing (PDF)20251014161250NAL0003371633001

Everservice Holdings, LLC

Name: Everservice Holdings, LLC — Everservice Holdings, Form 5500 (2024)
Creator: Everservice Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Everservice Holdings, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Everservice Holdings, LLC's Everservice Holdings, LLC 401(k) Profit Sharing Plan held $8.6M in plan assets for 420 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

Late participant contributions

Active participants

420

Accounts w/ balance

258

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

Everservice Holdings, LLC's EIN is 83-1972213.

EIN 83-1972213

Plan number 001

Plan year 2024

ACK ID 20251014161250NAL0003371633001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

33 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

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Total administrative cost in the bottom quartile of peers (18th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

EVERSERVICE HOLDINGS, LLC

EIN

all filings

Address

15600 N BLACK CYN HWY C200 · PHOENIX, AZ · 85053

Phone

(800) 408-3408

Industry

Admin Support & Waste Mgmt

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

2025-10-14

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)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AVANTAX ADVISORY SERVICES INC	75-2176682	—	INVESTMENT ADVISORY-PLAN	$12K	—

Investments

33 direct securities· $8.6M(100% of reported assets)

Other securities

$6.7M

22 holdings

Common Collective Trusts

$1.1M

4 holdings

Bonds / Notes

$362K

1 holding

Mutual Funds

$339K

5 holdings

Stable Value

$91K

1 holding

					% of plan
BlackRock LifePath Index 2050 K Mutual fund	Other securities	—	—	$1.1M	13.3%
BlackRock LifePath Index 2045 K Mutual fund	Other securities	—	—	$1.1M	12.3%
BlackRock LifePath Index 2055 K Mutual fund	Other securities	—	—	$1.0M	12.0%
BlackRock LifePath Index 2035 K Mutual fund	Other securities	—	—	$944K	11.0%
BlackRock LifePath Index 2040 K Mutual fund	Other securities	—	—	$811K	9.5%
Vanguard 500 Index Admiral Mutual fund	Common Collective Trusts	—	—	$509K	5.9%
BlackRock LifePath Index 2060 K Mutual fund	Other securities	—	—	$437K	5.1%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$362K	4.2%
T. Rowe Price Blue Chip Growth I Mutual fund	Other securities	—	—	$297K	3.5%
Vanguard Developed Markets Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$256K	3.0%
BlackRock LifePath Index Retirement K Mutual fund	Other securities	—	—	$217K	2.5%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$164K	1.9%
Vanguard Small-Cap Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$151K	1.8%
BlackRock LifePath Index 2030 K Mutual fund	Other securities	—	—	$130K	1.5%
American Funds New Perspective R6 Mutual fund	Mutual Funds	—	—	$109K	1.3%
American Century Small Cap Growth R6 Mutual fund	Other securities	—	—	$108K	1.3%
American Century Small Cap Value R6 Mutual fund	Other securities	—	—	$93K	1.1%
Dodge & Cox Income I Mutual fund	Mutual Funds	—	—	$92K	1.1%
Transamerica Stable Value Core Account Fully Benefit-Responsive Investment Contract	Stable Value	—	—	$91K	1.1%
Fidelity Advisor International Small Cap Fund Class I Mutual fund	Mutual Funds	—	—	$84K	1.0%
Columbia Dividend Income Fund Institutional 3 Class Mutual fund	Other securities	—	—	$84K	1.0%
American Century Emerging Markets R6 Mutual fund	Other securities	—	—	$68K	0.8%
Principal MidCap Growth Fund Institutional Class Mutual fund	Other securities	—	—	$46K	0.5%
MFS Mid Cap Value R6 Mutual fund	Mutual Funds	—	—	$44K	0.5%
BlackRock Technology Opportunities Fund Service Shares Mutual fund	Other securities	—	—	$41K	0.5%
BlackRock High Yield Portfolio K Mutual fund	Other securities	—	—	$37K	0.4%
Cohen & Steers Real Estate Securities Z Mutual fund	Other securities	—	—	$37K	0.4%
BlackRock LifePath Index 2065 K Mutual fund	Other securities	—	—	$36K	0.4%
Columbia Overseas Value Institutional 3 Class Mutual fund	Other securities	—	—	$34K	0.4%
BlackRock Global Allocation Instl Mutual fund	Other securities	—	—	$23K	0.3%
JPMorgan Global Bond Opportunities R6 Mutual fund	Other securities	—	—	$11K	0.1%
Fidelity Advisor Intl Capital App I Mutual fund	Mutual Funds	—	—	$9K	0.1%
PGIM Global Total Return R6 Mutual fund	Other securities	—	—	$6K	<0.1%