How big is Evoluent LLC's plan?

Evoluent LLC's plan reported $4K in assets and 3 participants for 2024.

Original filing (PDF)20250611071104NAL0015721025001

Evoluent LLC

Name: Evoluent LLC — Evoluent LLC 401(k) Plan, Form 5500 (2024)
Creator: Evoluent LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evoluent LLC 401(k) Plan

401(k) retirement plan · Evoluent LLC's Evoluent LLC 401(k) Plan held $4K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Shirley Horner signed Evoluent LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Evoluent LLC's EIN is 01-0682413.

EIN 01-0682413

Plan number 001

Plan year 2024

ACK ID 20250611071104NAL0015721025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evoluent LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evoluent LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVOLUENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EVOLUENT LLC

EIN

all filings

Address

925 LINDEN AVE · STE C · SOUTH SAN FRANCISCO, CA · 94080

Phone

(650) 454-7494

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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