Original filing (PDF)20230329164140NAL0023874755001

EVANS & KATZ LLC

Name: EVANS & KATZ LLC — EVANS & KATZ LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: EVANS & KATZ LLC

Form 5500-SF

FILING_RECEIVED

EVANS & KATZ LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVANS & KATZ LLC.

Plan sponsor

Name

EVANS & KATZ LLC

EIN

52-2186934all filings

Address

1900 L STREET NW SUITE 800 · WASHINGTON, DC · 20036

Phone

(703) 698-1708

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