What public Form 5500 filings show about the Evolve Strategic Partners, LLC 401(k) plan — and how to find and check your own account.
Evolve Strategic Partners, LLC (EIN 82-1224317) reports INSHIFT 401(K) PLAN on its most recent Form 5500, with $254K in plan assets across 3 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 Strategic Partners, LLC filing — schedules, fees, and providers.
Evolve Strategic Partners, LLC’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 Evolve Strategic Partners, LLCHR for the recordkeeper’s name and login.
