Kristine Dubois signed Evolent Health LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evolent Health LLC's EIN is 45-3084136.
Download the official 2024 Form 5500 (PDF) for Evolent Health LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evolent Health 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $426K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $38.6M | 13.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $36.3M | 12.5% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $30.1M | 10.4% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $28.2M | 9.8% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $24.9M | 8.6% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $20.1M | 7.0% | |
| Vanguard Institutional Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $19.8M | 6.8% | |
| Vanguard Total Stock Market Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $16.4M | 5.7% | |
| Vanguard Total International Stock Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $8.7M | 3.0% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $8.7M | 3.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $8.5M | 2.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.7% | |
| Vanguard Mid-Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $5.1M | 1.8% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4126287 / PN 591 | Common Collective Trust | — | — | $4.6M | 1.6% | |
| Vanguard Small-Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $4.0M | 1.4% | |
| Various, bearing interest from * Participant loans 3.25% - 8.50% - | Bonds / Notes | — | — | $3.6M | 1.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.0% | |
| Vanguard Equity Income Fund Mutual Fund NR | Mutual Funds | — | — | $2.7M | 0.9% | |
| Reliance Trust Company Stable Value Fund Collective Trust Fund NR | Stable Value | — | — | $2.4M | 0.8% | |
| METLIFE GAC SERIES 25053; CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.8% | |
| Vanguard Real Estate Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.2M | 0.4% | |
| Pioneer International Equity Fund Mutual Fund NR | Other securities | — | — | $1.2M | 0.4% | |
| MID CAP VALUE FUND II; CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| SMALL CAP GROWTH FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund NR | Other securities | — | — | $1.1M | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.0M | 0.4% | |
| SMALL CAP VALUE FUND II; CLASS R1 WILMINGTON TRUST INVESTMENT MANAGEMENT · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $981K | 0.3% | |
| BlackRock High Yield Bond Portfolio Mutual Fund NR | Other securities | — | — | $965K | 0.3% | |
| Vanguard Federal Money Market Fund Mutual Fund NR | Mutual Funds | — | — | $930K | 0.3% | |
| Vanguard Wellesley Income Fund Mutual Fund NR | Mutual Funds | — | — | $924K | 0.3% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $893K | 0.3% | |
| CORE BOND FUND CLASS R1 WILMINGTON TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $717K | 0.2% | |
| American Funds New World Fund Mutual Fund NR | Mutual Funds | — | — | $684K | 0.2% | |
| PIMCO Real Estate Real Return Strategy Fund Mutual Fund NR | Mutual Funds | — | — | $381K | 0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $194K | <0.1% | |
| Northern Global Sustainability Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $105K | <0.1% | |
| Parnassus Core Equity Fund Mutual Fund NR | Other securities | — | — | $58K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| Vanguard Global Environmental Opportunities Stock Fund Mutual Fund NR | Mutual Funds | — | — | $8K | <0.1% | |
| BALANCED SUSTAINABLE FUND; CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $3K | <0.1% | |
| Trillium ESG Global Equity Fund Mutual Fund NR | Other securities | — | — | $1K | <0.1% | |
| INTERNATIONAL STOCK FUND CLASS R1 WILMINGTON TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND R1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE FUND FEE CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4126286 / PN 590 | 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.
| — |
| NONE |
| $120K |
| — |
| APRIO LLP | 57-1157523 | — | NONE | $30K | — |
