How big is IAN, Evan & Alexander Corporation's plan?

IAN, Evan & Alexander Corporation's plan reported $97.6M in assets and 243 participants for 2024.

Original filing (PDF)20251015141127NAL0009651314001

IAN, Evan & Alexander Corporation

Name: IAN, Evan & Alexander Corporation — Everwatch 401(k), Form 5500 (2024)
Creator: IAN, Evan & Alexander Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Everwatch 401(k) Plan

401(k) retirement plan · IAN, Evan & Alexander Corporation's Everwatch 401(k) Plan held $97.6M in plan assets for 243 participants in 2024, with Fidelity as recordkeeper.

Active participants

243

Accounts w/ balance

592

Plan assets (EOY)

$97.6M

Net assets (EOY)

$97.6M

People on this filing

HOYT Bonner signed IAN, Evan & Alexander Corporation's 2024 Form 5500 as plan administrator.

HOYT Bonner — 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

IAN, Evan & Alexander Corporation's EIN is 84-1599429.

EIN 84-1599429

Plan number 001

Plan year 2024

ACK ID 20251015141127NAL0009651314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IAN, Evan & Alexander Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IAN, Evan & Alexander Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IAN, EVAN & ALEXANDER CORPORATION.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

IAN, EVAN & ALEXANDER CORPORATION

EIN

all filings

Address

11180 SUNRISE VALLEY DRIVE · SUITE 220 · RESTON, VA · 20191

Phone

(703) 862-4167

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$24K	—

Investments

34 direct securities· $97.6M(100% of reported assets)

Mutual Funds

$68.7M

23 holdings

Common Collective Trusts

$25.5M

7 holdings

Other securities

$2.6M

3 holdings

Participant loans

$782K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$19.9M	20.4%
Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$10.1M	10.4%
Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$10.1M	10.3%
Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$7.5M	7.7%
Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$6.5M	6.6%
Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$6.0M	6.1%
Fidelity Contrafund K6	Mutual Funds	—	—	$5.6M	5.8%
Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$4.3M	4.4%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$3.1M	3.2%
MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$2.7M	2.8%
Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$2.5M	2.5%
Fidelity Select Technology Portfolio	Mutual Funds	—	—	$2.2M	2.2%
American Funds American Mutual Fund® Class R-6	Mutual Funds	—	—	$1.6M	1.7%
Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$1.5M	1.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.4M	1.5%
AB Small Cap Growth Portfolio Class Z	Other securities	—	—	$1.4M	1.5%
Fidelity NASDAQ Composite Index Fund	Common Collective Trusts	—	—	$1.4M	1.4%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$1.2M	1.3%
Fidelity International Index Fund	Common Collective Trusts	—	—	$1.1M	1.2%
Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$1.1M	1.2%
MFS Massachusetts Investors Trust Class R6	Mutual Funds	—	—	$957K	1.0%
Fidelity Total Bond Fund	Mutual Funds	—	—	$867K	0.9%
American Beacon Small Cap Value Fund R6 Class	Other securities	—	—	$858K	0.9%
Participant loans	Participant loans	—	—	$782K	0.8%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$757K	0.8%
Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$522K	0.5%
American Funds EuroPacific Growth Fund Class R-6	Mutual Funds	—	—	$440K	0.5%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$419K	0.4%
Victory Sophus Emerging Markets Fund Class Y	Other securities	—	—	$279K	0.3%
Fidelity Select Biotechnology Portfolio	Mutual Funds	—	—	$160K	0.2%
Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$69K	<0.1%
Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$67K	<0.1%
Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$10K	<0.1%
Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$3K	<0.1%