Everence Services 401(k) match, vesting and fees
What Everence Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Everence Services: employer contribution per participant | $752 | |
| Peer median | $2,600 |
| Everence Services: average balance | $118,259 | |
| Peer median | $84,124 |
| Everence Services: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $60.5M at the end of plan year 2021 to $61.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 541 | $61.4M | $390K | $752 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 576 | $57M | $370K | $663 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 561 | $49.4M | $360K | $657 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 538 | $60.5M | $327K | $628 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Everence Services match 401(k) contributions?
The match terms for the Everence Services, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $390K in employer contributions, about $752 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Everence Services 401(k) match vested?
The vesting schedule for the Everence Services, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Everence Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Everence Services, LLC.
I left Everence Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Everence Services, LLC, (574) 533-9515) or the recordkeeper, Ascensus LLC. The Everence Services old 401(k) page lists the contacts from every plan filing. Find an old Everence Services 401(k)
Data from the public Form 5500 annual reports Everence Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Everence Services. Not financial advice. Report a correction · Methodology