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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 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECODKEEPER | $36K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | SERVICE PROVIDER | $0 | — |
Investments
24 direct securities· $8.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 Fund Asset Allocation Mutual Fund | — | — | — | $2.1M | 25.5% | |
| BlackRock LifePath Index 2050 Fund Asset Allocation Mutual Fund | — | — | — | $1.2M | 14.1% | |
| BlackRock LifePath Index 2045 Fund Asset Allocation Mutual Fund | — | — | — | $1.1M | 12.6% | |
| BlackRock LifePath Index 2055 Fund Asset Allocation Mutual Fund | — | — | — | $1.0M | 12.5% | |
| BlackRock LifePath Index 2040 Fund Asset Allocation Mutual Fund | — | — | — | $775K | 9.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $471K | 5.6% | |
| BlackRock LifePath Index 2060 Fund Asset Allocation Mutual Fund | — | — | — | $427K | 5.1% | |
| BlackRock LifePath Index Ret Fund Asset Allocation Mutual Fund | — | — | — | $418K | 5.0% | |
| Macquarie Large Cap Growth Fund Mutual Fund | — | — | — | $347K | 4.1% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $208K | 2.5% | |
| BlackRock LifePath Index 2065 Fund Mutual Fund | — | — | — | $128K | 1.5% | |
| BlackRock LifePath Index 2030 Fund Asset Allocation Mutual Fund | — | — | — | $38K | 0.5% | |
| Hartford Dividend and Growth Fund Mutual Fund | — | — | — | $33K | 0.4% | |
| Goldman Sachs GQG Partners International Opportunities Fund Mutual Fund | — | — | — | $24K | 0.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $16K | 0.2% | |
| American Funds New World Fund Mutual Fund | — | — | — | $15K | 0.2% | |
| Nuveen Mid Cap Value Fund Mutual Fund | — | — | — | $15K | 0.2% | |
| Voya Government Money Market Fund Money Market Mutual Fund | — | — | — | $15K | 0.2% | |
| Investments * Voya Fixed Account Guaranteed Interest Contract | — | — | — | $14K | 0.2% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $9K | 0.1% | |
| 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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