How big is Evite, Inc.'s plan?

Evite, Inc.'s plan reported $8.4M in assets and 72 participants for 2024.

Original filing (PDF)20251216141244NAL0001316531001

Evite, Inc.

Name: Evite, Inc. — Evite Inc. 401 (K) Plan, Form 5500 (2024)
Creator: Evite, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Evite Inc. 401 (K) Plan

401(k) retirement plan · Evite, Inc.'s Evite Inc. 401 (K) Plan held $8.4M in plan assets for 72 participants in 2024, with Voya as recordkeeper.

Signals · 5

Late filing · 1.0 moLate participant contributions26% in single holdingCorrective distributions issuedHigh average account balance

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

SARA Bartshe signed Evite, Inc.'s 2024 Form 5500 as plan administrator.

SARA Bartshe — Plan Administrator — Form 5500 signer
John YOO — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Evite, Inc.'s EIN is 26-1375233.

EIN 26-1375233

Plan number 002

Plan year 2024

ACK ID 20251216141244NAL0001316531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evite, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 1.0 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 14K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (96th percentile).

Plan sponsor

Name

EVITE, INC.

EIN

all filings

Address

310 E. COLORADO ST. · GLENDALE, CA · 91205

Phone

(213) 266-5864

Industry

Other Services (ex. Public Admin)

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECODKEEPER	$36K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	SERVICE PROVIDER	$0	—

Investments

24 direct securities· $8.4M(100% of reported assets)

Other securities

$7.7M

13 holdings

Common Collective Trusts

$713K

6 holdings

Mutual Funds

$33K

4 holdings

Cash / Money Market

$15K

1 holding

					% of plan
BlackRock LifePath Index 2035 Fund Asset Allocation Mutual Fund	Other securities	—	—	$2.1M	25.5%
BlackRock LifePath Index 2050 Fund Asset Allocation Mutual Fund	Other securities	—	—	$1.2M	14.1%
BlackRock LifePath Index 2045 Fund Asset Allocation Mutual Fund	Other securities	—	—	$1.1M	12.6%
BlackRock LifePath Index 2055 Fund Asset Allocation Mutual Fund	Other securities	—	—	$1.0M	12.5%
BlackRock LifePath Index 2040 Fund Asset Allocation Mutual Fund	Other securities	—	—	$775K	9.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$471K	5.6%
BlackRock LifePath Index 2060 Fund Asset Allocation Mutual Fund	Other securities	—	—	$427K	5.1%
BlackRock LifePath Index Ret Fund Asset Allocation Mutual Fund	Other securities	—	—	$418K	5.0%
Macquarie Large Cap Growth Fund Mutual Fund	Other securities	—	—	$347K	4.1%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$208K	2.5%
BlackRock LifePath Index 2065 Fund Mutual Fund	Other securities	—	—	$128K	1.5%
BlackRock LifePath Index 2030 Fund Asset Allocation Mutual Fund	Other securities	—	—	$38K	0.5%
Hartford Dividend and Growth Fund Mutual Fund	Other securities	—	—	$33K	0.4%
Goldman Sachs GQG Partners International Opportunities Fund Mutual Fund	Other securities	—	—	$24K	0.3%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$16K	0.2%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$15K	0.2%
Nuveen Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$15K	0.2%
Voya Government Money Market Fund Money Market Mutual Fund	Cash / Money Market	—	—	$15K	0.2%
Investments * Voya Fixed Account Guaranteed Interest Contract	Other securities	—	—	$14K	0.2%
Vanguard Developed Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$9K	0.1%
Fidelity Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$4K	<0.1%
Fidelity Advisor Strategic Income Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
American Funds The Bond Fund of America Mutual Fund	Mutual Funds	—	—	$1K	<0.1%