· 2022–2024 · DOL EFAST2

R.J. EVANS AND ASSOCIATES, INC. — R.J. EVANS AND ASSOCIATES, INC.401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251027132641NAL0005814225001

R.J. EVANS AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

R.J. EVANS AND ASSOCIATES, INC.401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.J. EVANS AND ASSOCIATES, INC..

Plan sponsor

Name

R.J. EVANS AND ASSOCIATES, INC.

EIN

34-1163720all filings

Address

6765 SOLON BLVD. · SOLON, OH · 44139

Phone

(216) 470-7878

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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