How big is The Evolution Group, Inc.'s plan?

The Evolution Group, Inc.'s plan reported $115K in assets and 25 participants for 2024.

Original filing (PDF)20260225155720NAL0008468898001

The Evolution Group, Inc.

Name: The Evolution Group, Inc. — The Evolution Group, Form 5500 (2024)
Creator: The Evolution Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Evolution Group, Inc. 401(k) Plan

401(k) retirement plan · The Evolution Group, Inc.'s The Evolution Group, Inc. 401(k) Plan held $115K in plan assets for 25 participants in 2024.

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

People on this filing

Heather Stewart signed The Evolution Group, Inc.'s 2024 Form 5500 as plan administrator.

Heather Stewart — 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

The Evolution Group, Inc.'s EIN is 85-0464282.

EIN 85-0464282

Plan number 001

Plan year 2024

ACK ID 20260225155720NAL0008468898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Evolution Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Evolution Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THE EVOLUTION GROUP, INC

EIN

all filings

Address

218 BROADWAY BOULEVARD SE. · ALBUQUERQUE, NM · 87102

Phone

(505) 242-6988

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator