Back to filter
Original filing (PDF)20250711063021NAL0004032515001
EVOLUTION MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
TRUWEALTH RETIREMENT SOLUTIONS MEP AS ADOPTED BY EVOLUTION MANAGEMENT, INC.
401(k) retirement plan
Active participants
103
Accounts w/ balance
88
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVOLUTION MANAGEMENT, INC..
Plan sponsor
Name
EVOLUTION MANAGEMENT, INC.
EIN
47-5152035
Address
4904 2ND AVE WEST · WILLISTON, ND · 58801
Phone
(701) 572-2069
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(866) 633-4015
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Mining, Quarrying, Oil & Gas plans
DEEP BLUE MANAGEMENT LLC
DEEP BLUE MANAGEMENT LLC 401(K) PLAN
$2.4M · 101 participants
LOADMASTER DERRICK & EQUIPMENT, INC
LOADMASTER DERRICK & EQUIPMENT, INC. 401(K) PLAN
$2.4M · 37 participants
NICHOLS FLUID SERVICE, INC.
NICHOLS FLUID SERVICE, INC. EMPLOYEE PROFIT SHARING PLAN
$2.4M · 12 participants
BOWMANS OIL FIELD SERVICES, LLC
BOWMANS OIL FIELD SERVICES 401(K) PLAN
$2.3M · 35 participants
BROOKWOOD OILFIELD SERVICE, INC.
BROOKWOOD OILFIELD SERVICE, INC. 401(K) PLAN
$2.4M · 30 participants
ROHMAC, INC.
ROHMAC, INC. 401(K) PROFIT SHARING PLAN
$2.4M · 15 participants
Large plans in North Dakota
SANFORD
SANFORD RETIREMENT SAVINGS PLAN
$3.6B · 33,144 participants
BORDER STATES INDUSTRIES, INC.
BORDER STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.3B · 3,196 participants
SCHEELS ALL SPORTS, INC.
SCHEELS EMPLOYEE STOCK OWNERSHIP PLAN
$963.0M · 4,480 participants
KNIFE RIVER CORPORATION
KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN
$856.4M · 5,546 participants
BELL BANK
BELL AGGRESSIVE GROWTH FUND
$791.3M
MDU RESOURCES GROUP, INC.
MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN
$775.6M · 2,064 participants