What public Form 5500 filings show about the Evolve Bancorp, Inc. 401(k) plan — and how to find and check your own account.
Evolve Bancorp, Inc. (EIN 71-0646078) reports EVOLVE BANCORP 401(K) PLAN on its most recent Form 5500, with $21.5M in plan assets across 433 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 Evolve Bancorp, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Evolve Bancorp, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BURLEIGH CONSULTING GROUP, WILSHIRE ADVISORS, DUNCAN WILLIAMS ASSET MANAGEMENT.
