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Original filing (PDF)20251014161250NAL0003371633001
EVERSERVICE HOLDINGS, LLC
Form 5500
FILING_RECEIVED
EVERSERVICE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
420
Accounts w/ balance
258
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
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 (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERSERVICE HOLDINGS, LLC.
Plan sponsor
Name
EVERSERVICE HOLDINGS, LLC
EIN
83-1972213
Address
15600 N BLACK CYN HWY C200 · PHOENIX, AZ · 85053
Phone
(800) 408-3408
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 75-2176682 | — | INVESTMENT ADVISORY-PLAN | $12K | — |
| KESTRA ADVISORY SERVICES INC | 35-2552359 | — | INVESTMENT ADVISORY-PLAN | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMPBELL ALBRECHT | 77-0536619 | — | TPA/RECORDKEE PER | $12K | — |
Investments
33 direct securities· $8.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 K Mutual fund | — | — | — | $1.1M | 13.3% | |
| BlackRock LifePath Index 2045 K Mutual fund | — | — | — | $1.1M | 12.3% | |
| BlackRock LifePath Index 2055 K Mutual fund | — | — | — | $1.0M | 12.0% | |
| BlackRock LifePath Index 2035 K Mutual fund | — | — | — | $944K | 11.0% | |
| BlackRock LifePath Index 2040 K Mutual fund | — | — | — | $811K | 9.5% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $509K | 5.9% | |
| BlackRock LifePath Index 2060 K Mutual fund | — | — | — | $437K | 5.1% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $362K | 4.2% | |
| T. Rowe Price Blue Chip Growth I Mutual fund | — | — | — | $297K | 3.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual fund | — | — | — | $256K | 3.0% | |
| BlackRock LifePath Index Retirement K Mutual fund | — | — | — | $217K | 2.5% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual fund | — | — | — | $164K | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund | — | — | — | $151K | 1.8% | |
| BlackRock LifePath Index 2030 K Mutual fund | — | — | — | $130K | 1.5% | |
| American Funds New Perspective R6 Mutual fund | — | — | — | $109K | 1.3% | |
| American Century Small Cap Growth R6 Mutual fund | — | — | — | $108K | 1.3% | |
| American Century Small Cap Value R6 Mutual fund | — | — | — | $93K | 1.1% | |
| Dodge & Cox Income I Mutual fund | — | — | — | $92K | 1.1% | |
| Transamerica Stable Value Core Account Fully Benefit-Responsive Investment Contract | — | — | — | $91K | 1.1% | |
| Fidelity Advisor International Small Cap Fund Class I Mutual fund | — | — | — | $84K | 1.0% | |
| Columbia Dividend Income Fund Institutional 3 Class Mutual fund | — | — | — | $84K | 1.0% | |
| American Century Emerging Markets R6 Mutual fund | — | — | — | $68K | 0.8% | |
| Principal MidCap Growth Fund Institutional Class Mutual fund | — | — | — | $46K | 0.5% | |
| MFS Mid Cap Value R6 Mutual fund | — | — | — | $44K | 0.5% | |
| BlackRock Technology Opportunities Fund Service Shares Mutual fund | — | — | — | $41K | 0.5% | |
| BlackRock High Yield Portfolio K Mutual fund | — | — | — | $37K | 0.4% | |
| Cohen & Steers Real Estate Securities Z Mutual fund | — | — | — | $37K | 0.4% | |
| BlackRock LifePath Index 2065 K Mutual fund | — | — | — | $36K | 0.4% | |
| Columbia Overseas Value Institutional 3 Class Mutual fund | — | — | — | $34K | 0.4% | |
| BlackRock Global Allocation Instl Mutual fund | — | — | — | $23K | 0.3% | |
| JPMorgan Global Bond Opportunities R6 Mutual fund | — | — | — | $11K | 0.1% | |
| Fidelity Advisor Intl Capital App I Mutual fund | — | — | — | $9K | 0.1% | |
| PGIM Global Total Return R6 Mutual fund | — | — | — | $6K | <0.1% |
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