Back to filter
Original filing (PDF)20251013094013NAL0000949217001
EVOTEC (US) INC.
Form 5500
FILING_RECEIVED
EVOTEC (US) INC. 401(K) PLAN
401(k) retirement plan
Active participants
729
Accounts w/ balance
954
Plan assets (EOY)
$59.1M
Net assets (EOY)
$59.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVOTEC (US) INC..
Plan sponsor
Name
EVOTEC (US) INC.
EIN
94-3353740
Address
303B COLLEGE RD E · PRINCETON, NJ · 08540
Phone
(732) 329-2355
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2T · Default investment account (QDIA)
2J · 401(k) feature
2F · ERISA section 404(c)
2E · Profit-sharing
2S · Automatic enrollment
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $54K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
29 direct securities· $59.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered investment company | — | — | — | $11.0M | 18.6% | |
| FID FDM IDX 2035 IPR Registered investment company | — | — | — | $5.8M | 9.8% | |
| FID FDM IDX 2050 IPR Registered investment company | — | — | — | $4.6M | 7.7% | |
| FID FDM IDX 2055 IPR Registered investment company | — | — | — | $3.4M | 5.8% | |
| FID FDM IDX 2040 IPR Registered investment company | — | — | — | $3.4M | 5.7% | |
| FID FDM IDX 2045 IPR Registered investment company | — | — | — | $3.2M | 5.4% | |
| FID FDM IDX 2060 IPR Registered investment company | — | — | — | $3.1M | 5.2% | |
| FID FDM IDX 2025 IPR Registered investment company | — | — | — | $2.9M | 5.0% | |
| JPM LG CAP GROWTH R6 Registered investment company | — | — | — | $2.7M | 4.6% | |
| VANG SM CAP IDX ADM Registered investment company | — | — | — | $2.2M | 3.8% | |
| VANG EQUITY INC ADM Registered investment company | — | — | — | $1.8M | 3.0% | |
| LD ABBETT TOT RTN R6 Registered investment company | — | — | — | $1.8M | 3.0% | |
| FID FDM IDX 2030 IPR Registered investment company | — | — | — | $1.7M | 2.9% | |
| VANG INTL GROWTH ADM Registered investment company | — | — | — | $1.6M | 2.7% | |
| FID FDM IDX 2065 IPR Registered investment company | — | — | — | $1.5M | 2.5% | |
| VANG MIDCAP IDX ADM Registered investment company | — | — | — | $1.3M | 2.1% | |
| VANG MDCPVAL IDX ADM Registered investment company | — | — | — | $1.2M | 2.0% | |
| PIMCO INCOME INST Registered investment company | — | — | — | $1.1M | 1.8% | |
| FID TOTAL INTL IDX Registered investment company | — | — | — | $943K | 1.6% | |
| STD STABLE ASSET 2 Guaranteed investment contract | — | — | — | $777K | 1.3% | |
| JPM LG CAP GROWTH R6 Registered investment company | — | — | — | $726K | 1.2% | |
| AF NEW WORLD R6 Registered investment company | — | — | — | $696K | 1.2% | |
| VAN REAL EST IDX ADM Registered investment company | — | — | — | $530K | 0.9% | |
| VAN FTSE SOC IDX ADM Registered investment company | — | — | — | $386K | 0.7% | |
| JHANCOCK BALANCED I Registered investment company | — | — | — | $280K | 0.5% | |
| maturing through January 2034 -$0- | — | — | — | $274K | 0.5% | |
| FID FDM IDX 2005 IPR Registered investment company ** 756 * FID FDM IDX 2010 IPR Registered investment company ** 760 * FID FDM IDX 2015 IPR Registered investment company | — | — | — | $213K | 0.4% | |
| FID FDM IDX INC IPR Registered investment company | — | — | — | $84K | 0.1% | |
| FID GOVT MMKT Registered investment company | — | — | — | $11K | <0.1% |