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Original filing (PDF)20250530080921NAL0014714576001

BENCHMARK ADVISORS, INC. DBA EVOLUTION MEDICAL

Form 5500-SF
FILING_RECEIVED
EVOLUTION MEDICAL CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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 BENCHMARK ADVISORS, INC. DBA EVOLUTION MEDICAL.
Plan sponsor
Name
BENCHMARK ADVISORS, INC. DBA EVOLUTION MEDICAL
EIN
81-3900475
Address
7200 HUDSON BLVD. N · SUITE 190 · OAKDALE, MN · 55128
Phone
(916) 205-6935
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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

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