How big is Evolution Wealth Mgmt's plan?

Evolution Wealth Mgmt's plan reported $950 in assets and 2 participants for 2023.

Original filing (PDF)20250327091547NAL0028959776001

Evolution Wealth Mgmt

Name: Evolution Wealth Mgmt — Evolution Wealth Mgmt, Form 5500 (2023)
Creator: Evolution Wealth Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evolution Wealth Mgmt Chamber Benefit Arrangement Plan

Health & welfare plan · Evolution Wealth Mgmt's Evolution Wealth Mgmt Chamber Benefit Arrangement Plan held $950 in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$950

Net assets (EOY)

$214

People on this filing

Stephen Millard signed Evolution Wealth Mgmt's 2023 Form 5500 as plan administrator.

Stephen Millard — 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 Mgmt's EIN is 83-1148991.

EIN 83-1148991

Plan number 501

Plan year 2023

ACK ID 20250327091547NAL0028959776001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Evolution Wealth Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Evolution Wealth Mgmt's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score