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Original filing (PDF)20251013153601NAL0003496146001
EVOLUTION US, LLC
Form 5500
FILING_RECEIVED
EVOLUTION'S RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
56% in single holding~544 bps in Sched C fees
Active participants
2,096
Accounts w/ balance
2,549
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
19 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FLEXPATH IDX MOD 2055 R1" is 56% of plan.
- 544 bps in Schedule C fees — 946% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVOLUTION US, LLC.
Plan sponsor
Name
EVOLUTION US, LLC
EIN
42-1776073
Address
1000 BOARDWALK · ATLANTIC CITY, NJ · 08401
Phone
(609) 915-3694
Industry
Arts, Entertainment, Recreationsee 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM SMITH AND BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $301K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 | — | INVESTMENT ADVISORS | $6K | — |
Investments
3 direct securities · 19 pooled funds· $4.9M(86% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$4.8M
19 holdings
Registered Investment Companies
$94K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.7M | 48.2% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $901K | 16.0% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $512K | 9.1% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $222K | 3.9% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $197K | 3.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $58K | 1.0% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $39K | 0.7% | |
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $38K | 0.7% | |
| CORE PLUS BOND FD - R1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $29K | 0.5% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $24K | 0.4% | |
| MID CAP VALIUE II R1 WILMINGTON TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $23K | 0.4% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $20K | 0.4% | |
| SMALL CAP VALUE FUND III R1 WELLINGTON TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $18K | 0.3% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| EMERGING MARKETS FUND II - R1 WILMINGTON TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $11K | 0.2% | |
| BLACKROCK RUSSELL 2000 IDX R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $9K | 0.2% | |
| INTERNATIONAL EQUITY R1 WILMINGTONTRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $9K | 0.2% | |
| CORE BOND FUND R1 WILMINGTON TRUST CO · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $5K | <0.1% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $5K | <0.1% | |
| MID CAP GROWTH FUND II R1 WILMINGTON TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |