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Original filing (PDF)20251006115034NAL0003358849001
EVO TRANSPORTATION AND ENERGY SERVICES
Form 5500
FILING_RECEIVED
EVO 401(K) PLAN
401(k) retirement plan
Signals · 1
~193 bps in Sched C fees
Active participants
1,519
Accounts w/ balance
592
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 193 bps in Schedule C fees — 271% above peer band of 52 bps.
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVO TRANSPORTATION AND ENERGY SERVICES.
Plan sponsor
Name
EVO TRANSPORTATION AND ENERGY SERVICES
EIN
83-3508235
Address
2075 W PINNACLE PEAK RD · PHOENIX, AZ · 85027
Phone
(800) 678-2104
Industry
Transportation & Warehousingsee 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAS PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS | — | MADISON, WI | CONTRACT ADMIN | $32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAS PARTNERS | — | PEMBROKE PINES, FL | AUDITOR | $7K | — |
Investments
27 direct securities · 1 pooled fund· $7.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.7M
27 holdings
Common Collective Trust
$39K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | — | — | — | $1.5M | 19.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.1M | 13.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $852K | 11.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $578K | 7.4% | |
| Vanguard 500 Index Admiral | — | — | — | $518K | 6.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $429K | 5.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $371K | 4.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $368K | 4.7% | |
| JP Morgan JP Morgan Large Cap Growth | — | — | — | $298K | 3.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $298K | 3.8% | |
| Vanguard Target Retirement Income | — | — | — | $165K | 2.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $152K | 2.0% | |
| Vanguard Target Retirement 2065 | — | — | — | $149K | 1.9% | |
| Vanguard Developed Mkts Index | — | — | — | $136K | 1.7% | |
| Mcquarie Mid Cap Growth | — | — | — | $111K | 1.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities | — | — | — | $109K | 1.4% | |
| American Century American Century Mid Cap Value | — | — | — | $82K | 1.1% | |
| Clearbridge International Clearbridge International Growth | — | — | — | $80K | 1.0% | |
| Dodge and Cox Dodge & Cox Income X | — | — | — | $75K | 1.0% | |
| Empower Life & Annuity Key Guaranteed Portfolio Fund | — | — | — | $69K | 0.9% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $65K | 0.8% | |
| Nationwide Geneva Small Cap Growth | — | — | — | $58K | 0.7% | |
| Vanguard Small Cap Index | — | — | — | $56K | 0.7% | |
| PIMCO Int Bond ** 524 Undiscovered Mgrs Undiscovered Mgrs Behvioral Value | — | — | — | $44K | 0.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $39K | 0.5% | |
| Mcquarie Emerging Markets | — | — | — | $30K | 0.4% | |
| PGIM High Yield | — | — | — | $10K | 0.1% | |
| Delaware Emerging Markets ** Delaware Ivy Mid Cap Growth ** DFA Inflation Protected Securities | — | — | — | $9K | 0.1% |
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