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Original filing (PDF)20251010094129NAL0012746352001
EVIDEN
Form 5500
FILING_RECEIVED
EVIDEN 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
884
Accounts w/ balance
1,080
Plan assets (EOY)
$139.6M
Net assets (EOY)
$139.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVIDEN.
Plan sponsor
Name
EVIDEN
EIN
88-4399707
Address
4851 REGENT BOULEVARD · IRVING, TX · 75063
Phone
(682) 978-8622
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HARPER & PEARSON COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONSULTANT | $75K | — |
Investments
16 pooled funds· $46.8M(33% 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
$40.6M
15 holdings
Pooled Separate Account
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA STABLE VALUE FUND VOYA · EIN 71-0294708 / PN 007 | Pooled Separate Account | — | — | $6.1M | 4.4% | |
| TARGET RETIREMENT 2030 TRUST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $5.9M | 4.3% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.1% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $6.3M | $5.5M | 4.0% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $5.3M | 3.8% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.4% | |
| TARGET RETIREMENT 2050 TRUST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $3.2M | $3.4M | 2.5% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.4% | |
| IVY MID CAP GROWTH CIT IVY INVESTMENTS · EIN 45-3036428 / PN 050 | Common Collective Trust | — | — | $1.7M | 1.2% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.7% | |
| COHEN & STEERS U.S. REALTY FUND CLA SEI INVESTMENTS DISTRIBUTION CO · EIN 81-1233624 / PN 001 | Common Collective Trust | — | — | $564K | 0.4% | |
| PIMCO REAL RETURN COLLECTIVE TRUST SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $301K | 0.2% | |
| TARGET RETIREMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $229K | 0.2% | |
| TARGET RETIREMENT 2070 TRUST II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $47K | <0.1% |
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