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Original filing (PDF)20251028144920NAL0017652818001
EVOLUTIONIQ, LLC
Form 5500
FILING_RECEIVED
EVOLUTIONIQ 401(K) PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
191
Accounts w/ balance
219
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund "" is 48% of plan.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVOLUTIONIQ, LLC.
Plan sponsor
Name
EVOLUTIONIQ, LLC
EIN
33-2190524
Address
250 HUDSON STREET · FLOOR 6TH, EVOLUTIONIQ · NEW YORK, NY · 10013
Phone
(617) 835-9352
Industry
Admin Support & Waste Mgmtsee 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
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
Investments
27 direct securities· $9.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund " | — | — | — | $4.7M | 47.8% | |
| Vanguard Developed Markets Index Fund " | — | — | — | $1.6M | 15.9% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $918K | 9.3% | |
| Vanguard Emerging Markets Stock Index Fund " | — | — | — | $819K | 8.3% | |
| Vanguard 500 Index Fund " | — | — | — | $396K | 4.0% | |
| Vanguard Real Estate Index Fund " | — | — | — | $383K | 3.9% | |
| Vanguard Total International Bond Index Fund " | — | — | — | $310K | 3.1% | |
| Vanguard Growth Index Fund " | — | — | — | $218K | 2.2% | |
| Vanguard Information Technology Index Fund " | — | — | — | $116K | 1.2% | |
| Vanguard Mid-Cap Index Fund " | — | — | — | $73K | 0.7% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $62K | 0.6% | |
| Vanguard Value Index Fund " | — | — | — | $51K | 0.5% | |
| Vanguard Small Cap Index Fund " | — | — | — | $37K | 0.4% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund " | — | — | — | $36K | 0.4% | |
| Vanguard Long-Term Bond Index Fund " ** 193 Vanguard Short-Term Bond Index Fund " | — | — | — | $28K | 0.3% | |
| Vanguard Energy Index Fund " | — | — | — | $26K | 0.3% | |
| Vanguard Materials Index Fund " | — | — | — | $18K | 0.2% | |
| Vanguard Cash Reserves Federal Money Market Fund " ** 99 Vanguard Dividend Appreciation Index Fund " | — | — | — | $16K | 0.2% | |
| Vanguard Extended Market Index Fund " | — | — | — | $14K | 0.1% | |
| Vanguard Small Cap Value Index Fund " | — | — | — | $14K | 0.1% | |
| Vanguard Health Care Index Fund " | — | — | — | $9K | <0.1% | |
| Vanguard Large Cap Index Fund " | — | — | — | $9K | <0.1% | |
| Vanguard FTSE Social Index Fund " | — | — | — | $8K | <0.1% | |
| Vanguard Financials Index Fund " | — | — | — | $6K | <0.1% | |
| Vanguard Total International Stock Index Fund " ** 448 Vanguard Communication Services Index Fund " | — | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund " | — | — | — | $3K | <0.1% | |
| Vanguard Industrials Index Fund " | — | — | — | $2K | <0.1% |
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