How big is Evan Lloyd Associates, Inc.'s plan?

Evan Lloyd Associates, Inc.'s plan reported $992K in assets and 7 participants for 2025.

Original filing (PDF)20260323124854NAL0001299553001

Evan Lloyd Associates, Inc.

Name: Evan Lloyd Associates, Inc. — Evan Lloyd Associates, Form 5500 (2025)
Creator: Evan Lloyd Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evan Lloyd Associates, Inc. Savings Plan

401(k) retirement plan · Evan Lloyd Associates, Inc.'s Evan Lloyd Associates, Inc. Savings Plan held $992K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$992K

Net assets (EOY)

$992K

Plan identifiers

Evan Lloyd Associates, Inc.'s EIN is 37-1211141.

EIN 37-1211141

Plan number 001

Plan year 2025

ACK ID 20260323124854NAL0001299553001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Evan Lloyd Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Evan Lloyd Associates, Inc.'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 EVAN LLOYD ASSOCIATES, INC.

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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