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Original filing (PDF)20260211121949NAL0003841473001
EVANS INCORPORATED
Form 5500
FILING_RECEIVED
EVANS CONSULTING 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.8 mo39% in single holding
Active participants
99
Accounts w/ balance
132
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
89
Concentration risk
81
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- Top holding "FLEXFIT+MOD 2045 R1" is 39% of plan.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVANS INCORPORATED.
Plan sponsor
Name
EVANS INCORPORATED
EIN
54-1698056
Address
3110 FAIRVIEW PARK DRIVE, SUITE 600 · FALLS CHURCH, VA · 22042
Phone
(703) 663-2480
Industry
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
2026-02-11
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
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 | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR/BROKER | $57K | — |
Investments
15 direct securities · 16 pooled funds· $17.0M(100% 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.
Common Collective Trust
$13.4M
16 holdings
Uncategorized
$3.5M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | 543,945.19 | $5.4M | $6.6M | 38.6% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | 227,680.694 | $2.2M | $2.4M | 14.2% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | 151,412.692 | $1.5M | $1.9M | 11.0% | |
| FID 500 INDEX | — | 6,150.852 | $939K | $1.3M | 7.4% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | 88,819.619 | $860K | $1.0M | 6.0% | |
| FID INTL INDEX | — | 8,499.051 | $381K | $404K | 2.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | 17,932.021 | $313K | $387K | 2.3% | |
| FID US BOND IDX | — | 27,252.05 | $281K | $279K | 1.6% | |
| DFA US SMALL CAP I | — | 5,557.403 | $239K | $272K | 1.6% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | 21,253.228 | $209K | $254K | 1.5% | |
| FID MID CAP IDX | — | 7,438.954 | $210K | $251K | 1.5% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | 16,611.917 | $171K | $245K | 1.4% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | 20,858.137 | $208K | $243K | 1.4% | |
| FID TOTAL BOND K6 | — | 26,743.105 | $236K | $233K | 1.4% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | 16,226.672 | $177K | $181K | 1.1% | |
| DFA EMRG MKT CORE EQ | — | 7,251.589 | $157K | $169K | 1.0% | |
| DFA INTL VALUE I | — | 7,964.081 | $154K | $164K | 1.0% | |
| DFA US TARGET VAL I | — | 3,131.8 | $92K | $108K | 0.6% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $97K | 0.6% | |
| FID SM CAP IDX | — | 3,159.522 | $73K | $87K | 0.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | 7,194.409 | $71K | $85K | 0.5% | |
| FID INFL PR BD IDX | — | 8,807.898 | $80K | $78K | 0.5% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | 4,438.571 | $53K | $69K | 0.4% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | 3,154.659 | $64K | $68K | 0.4% | |
| BLKRK HIGH YLD K | — | 8,735.786 | $60K | $62K | 0.4% | |
| BR STRAT GLB BD K | — | 10,247.57 | $53K | $53K | 0.3% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | 2,879.512 | $31K | $35K | 0.2% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | 2,712.425 | $25K | $33K | 0.2% | |
| FID GOVT MMKT K6 | — | 3,499.66 | $3K | $3K | <0.1% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | 190.364 | $3K | $3K | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% |
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