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Original filing (PDF)20251014170948NAL0001716819001
EVIG, LLC
Form 5500
FILING_RECEIVED
BALANCE OF NATURE MEP
401(k) retirement plan
Active participants
455
Accounts w/ balance
440
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
33 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 (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVIG, LLC.
Plan sponsor
Name
EVIG, LLC
EIN
27-1011855
Address
1568 S RIVE RD · ST. GEORGE, UT · 84790
Phone
(435) 254-7200
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-08-15
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARVER, FLOREK & JAMES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS | — | GREENWOOD VILLAGE, UT | INVESTMENT ADVISORS | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | — | ST GEORGE, UT | INVESTMENT MGMT | $124 | — |
Investments
19 direct securities · 13 pooled funds· $3.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$2.5M
13 holdings
Uncategorized
$911K
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PR RET BLEND SELCT TRST 2060 GREAT GRAY TRUST · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $838K | 25.9% | |
| T ROWE PR RET BLEND SELCT TRST 2055 GREAT GRAY TRUST · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $460K | 14.2% | |
| T ROWE PR RET BLEND SELCT TRST 2045 GREAT GRAY TRUST · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $343K | 10.6% | |
| T ROWE PR RET BLEND SELCT TRST 2040 GREAT GRAY TRUST · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $265K | 8.2% | |
| Empower Trust Company Fidelity 500 index | — | — | — | $239K | 7.4% | |
| T ROWE PR RET BLEND SELCT TRST 2050 GREAT GRAY TRUST · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $172K | 5.3% | |
| T ROWE PR RET BLEND SELCT TRST 2065 GREAT GRAY TRUST · EIN 38-7271351 / PN 745 | Common Collective Trust | — | $113K | $112K | 3.5% | |
| Empower Trust Company T. Rowe Price Retirement Blend 2065 Trust C | — | — | — | $112K | 3.5% | |
| T ROWE PR RET BLEND SELCT TRST 2030 GREAT GRAY TRUST · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $107K | 3.3% | |
| Empower Trust Company T. Rowe Price Blue Chip Growth I | — | — | — | $101K | 3.1% | |
| Empower Trust Company Fidelity Global ex US Index | — | — | — | $79K | 2.5% | |
| T ROWE PR RET BLEND SELCT TRST 2020 GREAT GRAY TRUST · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $72K | 2.2% | |
| T ROWE PR RET BLEND SELCT TRST 2025 GREAT GRAY TRUST · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $62K | 1.9% | |
| Empower Trust Company Fidelity Emerging Markets | — | — | — | $59K | 1.8% | |
| T ROWE PR RET BLEND SELCT TRST 2035 GREAT GRAY TRUST · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $56K | 1.7% | |
| Empower Trust Company, LLC T Rowe Price Ret Blend Selct Trst 2035 1 | — | — | $56K | $56K | 1.7% | |
| Empower Trust Company Fidelity Mid Cap Index | — | — | $48K | $48K | 1.5% | |
| Empower Trust Company DFA Real Estate Securities I | — | — | — | $38K | 1.2% | |
| Empower Trust Company Janus Henderson Triton N | — | — | — | $34K | 1.1% | |
| Empower Trust Company, LLC Forfeitures | — | — | $26K | $26K | 0.8% | |
| Registered Investment Companies * Empower Trust Company American Funds EuroPacific Gr R6 | — | — | — | $25K | 0.8% | |
| Empower Trust Company Fidelity US Bond Index | — | — | $24K | $23K | 0.7% | |
| Empower Trust Company Fidelity Small Cap Index | — | — | — | $16K | 0.5% | |
| Empower Trust Company JP Morgan Mid Cap Value R6 | — | — | — | $15K | 0.5% | |
| Empower Trust Company Fidelity Small Cap Value Index | — | — | — | $11K | 0.3% | |
| Empower Trust Company Fidelity Inflation Protected Bond Index | — | — | — | $10K | 0.3% | |
| Empower Trust Company JP Morgan Core Plus Bond R6 | — | — | — | $8K | 0.3% | |
| interest Identity of issuer Description of investment Cost value Guaranteed Income Funds * Empower Trust Company Empower Fixed Account - Series Class 1 | — | — | — | $7K | 0.2% | |
| T ROWE PR RET BLEND SELCT TRST 2015 GREAT GRAY TRUST · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $5K | 0.1% | |
| Empower Trust Company T. Rowe Price New Horizons I | — | — | — | $3K | <0.1% | |
| T ROWE PR RET BLEND SELCT TRST 2010 GREAT GRAY TRUST · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $92 | <0.1% | |
| T ROWE PR RET BLEND SELCT TRST 2005 GREAT GRAY TRUST · EIN 38-7264569 / PN 000 | Common Collective Trust | — | — | $92 | <0.1% |