How big is Evolving Wisdom, LLC's plan?

Evolving Wisdom, LLC's plan reported $1.2M in assets and 14 participants for 2024.

Original filing (PDF)20250924092659NAL0008424352001

Evolving Wisdom, LLC

Name: Evolving Wisdom, LLC — Evolving Wisdom, LLC 401(k), Form 5500 (2024)
Creator: Evolving Wisdom, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evolving Wisdom, LLC 401(k) Plan

401(k) retirement plan · Evolving Wisdom, LLC's Evolving Wisdom, LLC 401(k) Plan held $1.2M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Evolving Wisdom, LLC's EIN is 27-1016667.

EIN 27-1016667

Plan number 001

Plan year 2024

ACK ID 20250924092659NAL0008424352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evolving Wisdom, LLC's 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 EVOLVING WISDOM, LLC.

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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