Original filing (PDF)20250304132406NAL0011939568001

EVOLUTION FINANCIAL ADVISORS, INC.

Name: EVOLUTION FINANCIAL ADVISORS, INC. — EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: EVOLUTION FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVOLUTION FINANCIAL ADVISORS, INC..

Plan sponsor

Name

EVOLUTION FINANCIAL ADVISORS, INC.

EIN

81-3278765

Address

580 FISHERS STATION DRIVE · VICTOR, NY · 14564

Phone

(585) 433-9124

Industry

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

2025-03-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

Related plans

Similar-size Finance & Insurance plans

ZAMBRISKI-POLSON WEALTH ADVISORS

ZAMBRISKI-POLSON WEALTH ADVISORS CASH BALANCE PLAN

$1.2M · 3 participants

NORVEST FINANCIAL SERVICES, INC.

NORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

$1.2M · 8 participants

YORK SECURITIES, INC.

YORK SECURITIES, INC. 401(K) PLAN

$1.2M · 5 participants

FNA WEALTH MANAGEMENT, LTD

FNA WEALTH MANAGEMENT CASH BALANCE PLAN

$1.2M · 2 participants

KAHN BROTHERS GROUP, INC.

KAHN BROTHERS GROUP, INC. DEFINED BENEFIT PLAN