EVOLUTION MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the EVOLUTION MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The EVOLUTION MANAGEMENT, INC. 401(k) on its latest Form 5500
EVOLUTION MANAGEMENT, INC. (EIN 47-5152035) reports TRUWEALTH RETIREMENT SOLUTIONS MEP AS ADOPTED BY EVOLUTION MANAGEMENT, INC. on its most recent Form 5500, with $6.6M in plan assets across 260 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full EVOLUTION MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the EVOLUTION MANAGEMENT, INC. 401(k)?
EVOLUTION MANAGEMENT, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask EVOLUTION MANAGEMENT, INC.HR for the recordkeeper’s name and login.
How to check your EVOLUTION MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask EVOLUTION MANAGEMENT, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).