How big is Evolve Strategic Partners, LLC's plan?

Evolve Strategic Partners, LLC's plan reported $254K in assets and 3 participants for 2023.

Original filing (PDF)20241014112215NAL0027139681001

Evolve Strategic Partners, LLC

Name: Evolve Strategic Partners, LLC — Inshift 401(k) Plan, Form 5500 (2023)
Creator: Evolve Strategic Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inshift 401(k) Plan

401(k) retirement plan · Evolve Strategic Partners, LLC's Inshift 401(k) Plan held $254K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

People on this filing

Shanda Leigh Wilson signed Evolve Strategic Partners, LLC's 2023 Form 5500 as plan administrator.

Shanda Leigh Wilson — 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 Strategic Partners, LLC's EIN is 82-1224317.

EIN 82-1224317

Plan number 001

Plan year 2023

ACK ID 20241014112215NAL0027139681001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Evolve Strategic Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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