Evolve Retirement

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,811

Total plan assets

$118.4M

Filings (rows)

Direct comp

$190K

Indirect comp

Aggregating 2 name variants under "EVOLVE RETIREMENT"

Click a variant to view it alone

EVOLVE RETIREMENT PLAN SOLUTIONS7 EVOLVE RETIREMENT PLAN SOUTIONS1

SERVICES PROVIDED

Recordkeeper8

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pacific Imaging Management, LLC Pacific Imaging Management LLC 401(k) Profit Sharing Plan · all filings	TEMPLETON, CA	Recordkeeper	120	$24.3M	$23K	$0
Pacific Imaging Management, LLC Pacific Imaging Management LLC 401(k) Profit Sharing Plan · all filings	TEMPLETON, CA	Recordkeeper	126	$22.5M	$26K	$0
Mesa Vineyard Management, Inc. Mesa Vineyard 401(k) Retirement Plan · all filings	TEMPLETON, CA	Recordkeeper	445	$18.5M	$42K	$0
Mesa Vineyard Management, Inc. Mesa Vineyard 401(k) Retirement Plan · all filings	TEMPLETON, CA	Recordkeeper	408	$18.4M	$42K	$0
Pacific Imaging Management, LLC Pacific Imaging Management LLC 401(k) Profit Sharing Plan · all filings	TEMPLETON, CA	Recordkeeper	128	$18.1M	$22K	$0
Mesa Vineyard Management, Inc. Mesa Vineyard 401(k) Retirement Plan · all filings	TEMPLETON, CA	Recordkeeper	326	$16.3M	$33K	$0
AGRO-JAL Farming Enterprises AGRO-JAL Farming Enterprises 401(k) Plan · all filings	SANTA MARIA, CA	Recordkeeper	150	$230K	$198	$0
Coastal Vineyard Services, Inc. Coastal Vineyard Services, Inc. 401(k) Plan · all filings	ARROYO GRANDE, CA	Recordkeeper	108	$88K	$1K	$0