Original filing (PDF)20251010082227NAL0017404914001

EMPLOYERS FINANCIAL GROUP, LLC

Name: EMPLOYERS FINANCIAL GROUP, LLC — EVOLUTION (EVO) 401(K) PLAN, Form 5500 (2024)
Creator: EMPLOYERS FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

EVOLUTION (EVO) 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

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 average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EMPLOYERS FINANCIAL GROUP, LLC

DBA

EFGI EVOLUTION INSURANCE PARTNERS

EIN

80-0140036all filings

Address

215 WEST BANDERA ROAD · SUITE 114-187 · BOERNE, TX · 78006

Phone

(210) 377-3522

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-10

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

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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