How big is Evolution Advisers' plan?

Evolution Advisers' plan reported $896K in assets and 7 participants for 2024.

Original filing (PDF)20250711102236NAL0004163299001

Evolution Advisers

Name: Evolution Advisers — Evolution Advisers 401(k) Plan, Form 5500 (2024)
Creator: Evolution Advisers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evolution Advisers 401(k) Plan

401(k) retirement plan · Evolution Advisers' Evolution Advisers 401(k) Plan held $896K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$896K

Net assets (EOY)

$896K

People on this filing

DAVE O'BRIEN signed Evolution Advisers' 2024 Form 5500 as plan administrator.

DAVE O'BRIEN — 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

Evolution Advisers' EIN is 26-4173823.

EIN 26-4173823

Plan number 001

Plan year 2024

ACK ID 20250711102236NAL0004163299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVOLUTION ADVISERS.

Finding similar companies…

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