How big is Evolve With Everly, LLC's plan?

Evolve With Everly, LLC's plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20250710093059NAL0005384609001

Evolve With Everly, LLC

Name: Evolve With Everly, LLC — Clearly Relevant 401(k), Form 5500 (2024)
Creator: Evolve With Everly, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clearly Relevant 401(k) Plan

401(k) retirement plan · Evolve With Everly, LLC's Clearly Relevant 401(k) Plan held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Jestin Flocken signed Evolve With Everly, LLC's 2024 Form 5500 as plan administrator.

Jestin Flocken — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Evolve With Everly, LLC's EIN is 81-2479726.

EIN 81-2479726

Plan number 001

Plan year 2024

ACK ID 20250710093059NAL0005384609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evolve With Everly, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evolve With Everly, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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Plan health score

Above-average plan

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