Original filing (PDF)20250624122822NAL0010342976009

R.L. EVANS COMPANY, INC.

Name: R.L. EVANS COMPANY, INC. — R.L. EVANS COMPANY, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: R.L. EVANS COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

R.L. EVANS COMPANY, INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.1M

Net assets (EOY)

$24.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.L. EVANS COMPANY, INC..

Plan sponsor

Name

R.L. EVANS COMPANY, INC.

EIN

91-0849754

Address

3535 FACTORIA BLVD. S.E. · SUITE 120 · BELLEVUE, WA · 980061290

Phone

(425) 455-0501

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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