How big is Evolution Financial Advisors Inc.'s plan?

Evolution Financial Advisors Inc.'s plan reported $1.0M in assets and 6 participants for 2022.

Original filing (PDF)20230509082609NAL0038642768001

Evolution Financial Advisors Inc.

Name: Evolution Financial Advisors Inc. — Evolution, Form 5500 (2022)
Creator: Evolution Financial Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evolution Financial Advisors Inc. 401(k) Savings Plan

401(k) retirement plan · Evolution Financial Advisors Inc.'s Evolution Financial Advisors Inc. 401(k) Savings Plan held $1.0M in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Evolution Financial Advisors Inc.'s EIN is 81-3279765.

EIN 81-3279765

Plan number 001

Plan year 2022

ACK ID 20230509082609NAL0038642768001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Evolution Financial Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Evolution Financial Advisors Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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