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Original filing (PDF)20251216141244NAL0001316531001

EVITE, INC.

Form 5500
FILING_RECEIVED
EVITE INC. 401 (K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.0 mo26% in single holding
Active participants
72
Accounts w/ balance
111
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 1.0 months past the 10.5-month grace window.
  • Top holding "BlackRock LifePath Index 2035 Fund Asset Allocation Mutual Fund" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVITE, INC..
Plan sponsor
Name
EVITE, INC.
EIN
26-1375233
Address
310 E. COLORADO ST. · GLENDALE, CA · 91205
Phone
(213) 266-5864
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708RECODKEEPER$36K
MORGAN STANLEY SMITH BARNEY LLC20-8764829SERVICE PROVIDER$0

Investments

24 direct securities· $8.4M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
BlackRock LifePath Index 2035 Fund Asset Allocation Mutual Fund$2.1M25.5%
BlackRock LifePath Index 2050 Fund Asset Allocation Mutual Fund$1.2M14.1%
BlackRock LifePath Index 2045 Fund Asset Allocation Mutual Fund$1.1M12.6%
BlackRock LifePath Index 2055 Fund Asset Allocation Mutual Fund$1.0M12.5%
BlackRock LifePath Index 2040 Fund Asset Allocation Mutual Fund$775K9.2%
Fidelity 500 Index Fund Mutual Fund$471K5.6%
BlackRock LifePath Index 2060 Fund Asset Allocation Mutual Fund$427K5.1%
BlackRock LifePath Index Ret Fund Asset Allocation Mutual Fund$418K5.0%
Macquarie Large Cap Growth Fund Mutual Fund$347K4.1%
Vanguard Total Bond Market Index Fund Mutual Fund$208K2.5%
BlackRock LifePath Index 2065 Fund Mutual Fund$128K1.5%
BlackRock LifePath Index 2030 Fund Asset Allocation Mutual Fund$38K0.5%
Hartford Dividend and Growth Fund Mutual Fund$33K0.4%
Goldman Sachs GQG Partners International Opportunities Fund Mutual Fund$24K0.3%
Fidelity Mid Cap Index Fund Mutual Fund$16K0.2%
American Funds New World Fund Mutual Fund$15K0.2%
Nuveen Mid Cap Value Fund Mutual Fund$15K0.2%
Voya Government Money Market Fund Money Market Mutual Fund$15K0.2%
Investments * Voya Fixed Account Guaranteed Interest Contract$14K0.2%
Vanguard Developed Markets Index Fund Mutual Fund$9K0.1%
Fidelity Mid Cap Growth Index Fund Mutual Fund$5K<0.1%
Fidelity Small Cap Index Fund Mutual Fund$4K<0.1%
Fidelity Advisor Strategic Income Fund Mutual Fund$2K<0.1%
American Funds The Bond Fund of America Mutual Fund$1K<0.1%

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