Evolve IP, LLC's EIN is 20-8562435.
Download the official 2024 Form 5500 (PDF) for Evolve IP, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evolve IP, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | 84-0467907 | GREENWOOD VILLAGE, CO | RECORD KEEPER | $31K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENNWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Plan Total | Other securities | — | — | $12.2M | 49.2% | |
| Fidelity Total Market Index Fund " | Common Collective Trusts | — | — | $1.3M | 5.1% | |
| BlackRock Lifepath Index 2050 K Fund " | Other securities | — | — | $1.1M | 4.6% | |
| BlackRock Lifepath Index 2035 K Fund " | Other securities | — | — | $991K | 4.0% | |
| BlackRock Lifepath Index 2030 K Fund " | Other securities | — | — | $900K | 3.6% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $878K | 3.6% | |
| BlackRock Lifepath Index 2045 K Fund " | Other securities | — | — | $828K | 3.3% | |
| BlackRock Lifepath Index 2040 K Fund " | Other securities | — | — | $822K | 3.3% | |
| BlackRock Lifepath Index 2060 K Fund " | Other securities | — | — | $716K | 2.9% | |
| BlackRock Lifepath Index 2055 K Fund " | Other securities | — | — | $654K | 2.6% | |
| T. Rowe Price Blue Chip Growth I Fund " | Other securities | — | — | $584K | 2.4% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $526K | 2.1% | |
| Fidelity Total International Index Fund " | Common Collective Trusts | — | — | $455K | 1.8% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $451K | 1.8% | |
| JPMorgan Large Cap Value R6 Fund " | Other securities | — | — | $364K | 1.5% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $317K | 1.3% | |
| JPMorgan Core Plus Bond R6 Fund " | Other securities | — | — | $245K | 1.0% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | Stable Value | — | — | $225K | 0.9% | |
| Empower Retirement KEY GUARANTEED PORFOLIO FUND | Other securities | — | — | $221K | 0.9% | |
| American Funds Europacific Growth R6 Fund Mutual fund | Mutual Funds | — | — | $179K | 0.7% | |
| Active Participant Loans from 4.25% to 9.5% | Bonds / Notes | — | — | $162K | 0.7% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $152K | 0.6% | |
| Participant loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $147K | 0.6% | |
| Fidelity Real Estate Index Fund " | Common Collective Trusts | — | — | $133K | 0.5% | |
| Fidelity Inflation Protected Bond Index Fund " | Common Collective Trusts | — | — | $99K | 0.4% | |
| BlackRock Advance Small Cap Core K Fund " | Other securities | — | — | $62K | 0.2% | |
| BlackRock Lifepath Index Retirement K Fund " | Other securities | — | — | $37K | 0.1% | |
| PIMCO International Bond (USD-Hedged) Instl Fund " | Mutual Funds | — | — | $9K | <0.1% | |
| Forfeitures | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KATHMERE CAPITAL MGMT LLC | — | WAYNE, PA | INVESTMENT ADV, OTHER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DCS RETIRE INC. | — | LAKE WALES, FL | CONTRACT ADMIN | $2K | — |
| DORSA CONSULTING SERVICES | — | SANDY SPRINGS, GA | CONTRACT ADMIN | -$4K | — |
