How big is Evolve Advisor Group's plan?

Evolve Advisor Group's plan reported $241K in assets and 3 participants for 2024.

Original filing (PDF)20250423104021NAL0012988770001

Evolve Advisor Group

Name: Evolve Advisor Group — Evolve Advisor Group 401(k), Form 5500 (2024)
Creator: Evolve Advisor Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evolve Advisor Group 401(k) Plan

401(k) retirement plan · Evolve Advisor Group's Evolve Advisor Group 401(k) Plan held $241K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

Ryan Evans signed Evolve Advisor Group's 2024 Form 5500 as plan administrator.

Ryan Evans — 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

Evolve Advisor Group's EIN is 20-8414144.

EIN 20-8414144

Plan number 001

Plan year 2024

ACK ID 20250423104021NAL0012988770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evolve Advisor Group'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 EVOLVE ADVISOR GROUP.

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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