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Original filing (PDF)20251015160051NAL0006853888001
EVOLV TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
EVOLV TECHNOLOGY 401(K) PLAN
401(k) retirement plan
Active participants
240
Accounts w/ balance
275
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
26 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVOLV TECHNOLOGIES, INC..
Plan sponsor
Name
EVOLV TECHNOLOGIES, INC.
EIN
46-3181906
Address
500 TOTTEN POND ROAD 4TH FLOOR · WALTHAM, MA · 02451
Phone
(405) 630-9910
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-09
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
LEE & CROWLEY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $539 | — |
Investments
22 direct securities · 4 pooled funds· $12.5M(99% 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.
Uncategorized
$11.2M
22 holdings
Common Collective Trust
$1.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $2.7M | 21.1% | |
| Vanguard Target Retirement 2055 Inv Registered Investment Company | — | — | — | $1.8M | 14.4% | |
| Vanguard Target Retirement 2035 Inv Registered Investment Company | — | — | — | $918K | 7.3% | |
| Vanguard Target Retirement 2030 Inv Registered Investment Company | — | — | — | $903K | 7.2% | |
| Vanguard Target Retirement 2045 Inv Registered Investment Company | — | — | — | $820K | 6.5% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company | — | — | — | $699K | 5.6% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $491K | 3.9% | |
| STATE ST INTL INDX S1 CL IX STATE STREET GLOBAL ADVISORS COLLECTIVE · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $481K | 3.8% | |
| Vanguard Target Retirement 2060 Inv Registered Investment Company | — | — | — | $462K | 3.7% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $376K | 3.0% | |
| Vanguard Target Retirement 2025 Inv Registered Investment Company | — | — | — | $367K | 2.9% | |
| Vanguard Target Retirement 2040 Inv Registered Investment Company | — | — | — | $364K | 2.9% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $345K | 2.7% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $269K | 2.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $242K | 1.9% | |
| Baird Aggregate Bond Inst Registered Investment Company | — | — | — | $208K | 1.7% | |
| STATE ST EMG MKTS INDX SL SF CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $203K | 1.6% | |
| American Funds Europacific GR R6 Registered Investment Company | — | — | — | $199K | 1.6% | |
| Fidelity Real Estate Index Registered Investment Company | — | — | — | $145K | 1.1% | |
| Jpmorgan Small Cap Growth L Registered Investment Company | — | — | — | $143K | 1.1% | |
| Vanguard Target Retirement 2065 Inv Registered Investment Company | — | — | — | $115K | 0.9% | |
| Macquarie Small Cap Value R6 Registered Investment Company | — | — | — | $111K | 0.9% | |
| Vanguard Target Retirement 2020 Inv Registered Investment Company | — | — | — | $85K | 0.7% | |
| Harris International Equity Registered Investment Company | — | — | — | $57K | 0.5% | |
| Vanguard Target Retirement 2070 Inv Registered Investment Company | — | — | — | $33K | 0.3% | |
| Vanguard Target Retirement Income Inv Registered Investment Company | — | — | — | $16K | 0.1% |