· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NICOLE K EVANS STRATEGIES — NICOLE K EVANS STRATEGIES 401K PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929195606NAL0011195713001
NICOLE K EVANS STRATEGIES
Form 5500-SF
FILING_RECEIVED
NICOLE K EVANS STRATEGIES 401K PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NICOLE K EVANS STRATEGIES
.
Find decision makers
Plan sponsor
Name
NICOLE K EVANS STRATEGIES
EIN
81-5103839
Address
9017 GRUMMAN WAY · FAIR OAKS, CA · 95628
Phone
(916) 502-2756
Industry
Other Services (ex. Public Admin)
see 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
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
JUSTICE ACTION NETWORK FOUNDATION
THE JUSTICE ACTION NETWORK FOUNDATION 401(K)
$1.5M · 3 participants
MICHIGAN BUSINESS & PROFESSIONAL ASSOCIATION
MICHIGAN BUSINESS & PROFESSIONAL ASSOCIATION 401(K) PLAN
$1.5M · 25 participants
UNITED TEACHERS OF LOWELL
VOLUNTARY 401(K) PLAN
$1.5M · 18 participants
THE CHRISTIAN ALLIANCE FOR ORPHANS
THE CHRISTIAN ALLIANCE FOR ORPHANS 403(B) RETIREMENT PLAN
$1.5M · 30 participants
CHEROKEE PRESERVATION FOUNDATION
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHEROKEE PRESERVATION FOUNDATION DEFINED BENEFIT PLAN
$1.5M · 7 participants
KLEINLIFE
KLEINLIFE 401(K) RETIREMENT PLAN
$1.5M · 31 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
