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Original filing (PDF)20250917133101NAL0000610112001
EVOFEM, INC.
Form 5500
FILING_RECEIVED
EVOFEM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
86
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVOFEM, INC..
Plan sponsor
Name
EVOFEM, INC.
EIN
27-0893194
Address
7770 REGENTS ROAD, SUITE 113-618 · SAN DIEGO, CA · 92122
Phone
(858) 550-1900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $3K | — |
Investments
20 direct securities· $7.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 FD I Mutual Fund | — | — | — | $1.5M | 19.6% | |
| Vanguard Target Retirement 2030 FD I Mutual Fund | — | — | — | $1.2M | 16.5% | |
| Vanguard Target Retirement 2035 FD I Mutual Fund | — | — | — | $1.2M | 15.4% | |
| Vanguard Target Retirement 2050 FD I Mutual Fund | — | — | — | $952K | 12.7% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $651K | 8.7% | |
| Vanguard Target Retirement 2060 FD I Mutual Fund | — | — | — | $382K | 5.1% | |
| Vanguard Target Retirement 2044 FD I Mutual Fund | — | — | — | $247K | 3.3% | |
| Vanguard Target Retirement 2025 FD I Mutual Fund | — | — | — | $227K | 3.0% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Fund | — | — | — | $214K | 2.8% | |
| Vanguard Target Retirement 2055 FD I Mutual Fund | — | — | — | $208K | 2.8% | |
| Vanguard Target Retirement 2020 FD I Mutual Fund | — | — | — | $145K | 1.9% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $143K | 1.9% | |
| Pimco Income Fd Inst Cl Mutual Fund | — | — | — | $131K | 1.7% | |
| Pimco Rae Emerging Markets Inst Mutual Fund | — | — | — | $117K | 1.6% | |
| Schwab Bank Savings Master Deposit Account A | — | — | — | $99K | 1.3% | |
| Vanguard Small Cap I Mutual Fund | — | — | — | $37K | 0.5% | |
| Vanguard Developed Mkts Index Adm Mutual Fund | — | — | — | $30K | 0.4% | |
| Federated Hermes Opportunistic High Yield Bond Fund Inst Shares Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Inflation Prot Sec Adm Mutual Fund | — | — | — | $6K | <0.1% | |
| Participant Loans to participants, bearing interest at 5.25% | — | — | — | $5K | <0.1% |
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