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Original filing (PDF)20250523220703NAL0002871699001
EVIDATION HEALTH, INC. DBA THE ACTIVITY EXCHANGE
Form 5500
FILING_RECEIVED
EVIDATION HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
242
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVIDATION HEALTH, INC. DBA THE ACTIVITY EXCHANGE.
Plan sponsor
Name
EVIDATION HEALTH, INC. DBA THE ACTIVITY EXCHANGE
EIN
45-4887421
Address
167 2ND AVE · SAN MATEO, CA · 94401
Phone
(650) 387-1199
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-05-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
23 direct securities· $22.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement R6 Fund " | — | — | — | $3.7M | 16.3% | |
| Fidelity 500 Index Fund " | — | — | — | $3.6M | 15.8% | |
| American Funds 2050 Target Date Retirement R6 Fund " | — | — | — | $3.0M | 13.2% | |
| American Funds 2045 Target Date Retirement R6 Fund " | — | — | — | $2.5M | 10.9% | |
| American Funds 2040 Target Date Retirement R6 Fund " | — | — | — | $1.5M | 6.4% | |
| American Funds 2060 Target Date Retirement R6 Fund " | — | — | — | $1.3M | 5.8% | |
| Fidelity Contrafund K6 Fund " | — | — | — | $1.1M | 4.9% | |
| Fidelity International Index Fund " | — | — | — | $987K | 4.3% | |
| Fidelity Extended Market Index Fund " | — | — | — | $773K | 3.4% | |
| American Funds 2035 Target Date Retirement R6 Fund " | — | — | — | $725K | 3.2% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $582K | 2.5% | |
| American Funds 2030 Target Date Retirement R6 Fund " | — | — | — | $523K | 2.3% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $444K | 1.9% | |
| Vanguard Strategic Small-Cap Equity Investor Fund " | — | — | — | $430K | 1.9% | |
| Fidelity BrokerageLink Self-directed brokerage account | — | — | — | $346K | 1.5% | |
| Dodge & Cox Stock X Fund " | — | — | — | $333K | 1.5% | |
| Fidelity Government Money Market K6 Fund " | — | — | — | $323K | 1.4% | |
| PGIM Total Return Bond R6 Fund " | — | — | — | $255K | 1.1% | |
| American Funds 2015 Target Date Retirement R6 Fund " ** 786 American Funds 2025 Target Date Retirement R6 Fund " | — | — | — | $122K | 0.5% | |
| Fidelity Real Estate Index Fund " | — | — | — | $122K | 0.5% | |
| DFA World ex U.S. Core Equity Institutional Fund Mutual fund | — | — | — | $74K | 0.3% | |
| American Funds 2065 Target Date Retirement R6 Fund " | — | — | — | $22K | <0.1% | |
| American Funds 2010 Target Date Retirement R6 Fund " ** 782 American Funds 2020 Target Date Retirement R6 Fund " | — | — | — | $2K | <0.1% |
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