How big is Evans Investment Advisors, LLC's plan?

Evans Investment Advisors, LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250717134640NAL0000172115001

Evans Investment Advisors, LLC

Name: Evans Investment Advisors, LLC — Evans Investment, Form 5500 (2024)
Creator: Evans Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evans Investment Advisors, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Evans Investment Advisors, LLC's Evans Investment Advisors, LLC 401(k) Profit Sharing Plan and Trust held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Evans Investment Advisors, LLC's EIN is 30-0468212.

EIN 30-0468212

Plan number 001

Plan year 2024

ACK ID 20250717134640NAL0000172115001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evans Investment Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVANS INVESTMENT ADVISORS, 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