Evolution US, LLC's EIN is 42-1776073.
Download the official 2024 Form 5500 (PDF) for Evolution US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evolution US, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $301K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 | — | INVESTMENT ADVISORS |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $6K |
| — |
