Evolve Bancorp, Inc. 401(k) Plan
What public Form 5500 filings show about the Evolve Bancorp, Inc. 401(k) plan — and how to find and check your own account.
The Evolve Bancorp, Inc. 401(k) on its latest Form 5500
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.
Who runs the Evolve Bancorp, Inc. 401(k)?
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.
How to check your Evolve Bancorp, Inc. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask Evolve Bancorp, 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).