How big is Evolution Wealth Advisors, LLC's plan?

Evolution Wealth Advisors, LLC's plan reported $1.9M in assets and 10 participants for 2024.

Original filing (PDF)20250716075032NAL0002209219001

Evolution Wealth Advisors, LLC

Name: Evolution Wealth Advisors, LLC — Evolution Wealth, Form 5500 (2024)
Creator: Evolution Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evolution Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Evolution Wealth Advisors, LLC's Evolution Wealth Advisors, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Luciana Roditi signed Evolution Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Luciana Roditi — 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

Evolution Wealth Advisors, LLC's EIN is 82-2324848.

EIN 82-2324848

Plan number 001

Plan year 2024

ACK ID 20250716075032NAL0002209219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evolution Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evolution Wealth Advisors, 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 EVOLUTION WEALTH ADVISORS, 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