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Original filing (PDF)20240826073438NAL0015463280001
EVOLUTION MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
TRUWEALTH RETIREMENT SOLUTIONS MEP AS ADOPTED BY EVOLUTION MANAGEMENT, INC.
401(k) retirement plan
Active participants
85
Accounts w/ balance
70
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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
81-2119182
Address
4904 2ND AVE WEST · WILLISTON, ND · 58801
Phone
(800) 872-3473
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
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-26
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)
2A · Age/service weighted or new comparability
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
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