· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EVOLVING WISDOM, LLC — EVOLVING WISDOM, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924092659NAL0008424352001
EVOLVING WISDOM, LLC
Form 5500-SF
FILING_RECEIVED
EVOLVING WISDOM, LLC 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
18
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EVOLVING WISDOM, LLC
.
Find decision makers
Plan sponsor
Name
EVOLVING WISDOM, LLC
EIN
27-1016667
Address
369B THIRD STREET · #302 · SAN RAFAEL, CA · 94901
Phone
(415) 331-7568
Industry
Educational Services
see 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
2025-09-24
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
LONE MOUNTAIN CHILDREN'S CENTER, INC.
LONE MOUNTAIN CHILDREN'S CENTER 403(B) DC PLAN
$1.2M · 11 participants
MEDFIELD AFTERSCHOOL PROGRAM INC
MEDFIELD AFTERSCHOOL PROGRAM INC DEFERRED ANNUITY PLAN
$1.2M · 7 participants
OAK HILL SCHOOL OF CALIFORNIA
OAK HILL SCHOOL OF CA TAX DEFERRED ANNUITY PLAN
$1.2M · 6 participants
LITERACY SOURCE, A COMMUNITY LEARNING CENTER
LITERACY SOURCE DEFINED CONTRIBUTION PLAN
$1.2M · 17 participants
ARIZONA CHAPTER NATIONAL SAFETY COUNCIL
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ACNSC 401(K) RETIREMENT PLAN
$1.2M · 10 participants
BERGEN CENTER FOR CHILD DEVELOPMENT
BERGEN CENTER FOR CHILD DEVELOPMENT RETIREMENT PLAN
$1.2M · 39 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
