Employers › Evolucion Innovations
Recordkeeping fees per participant · Evolucion Innovations, Inc. Retirement Trust · plan year 2024
$171.66
Higher than 84% of the 7,477 plans $1 to 10M that report it.
= $41,885 / 244
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925142254NAL0009282960001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925142254NAL0009282960001, received 2025-09-25
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-25.
Administrative expenses excluding investment management, per participant
$171.66
Higher than 71% of the 14,713 plans $1 to 10M that report it.
= $41,885 / 244
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925142254NAL0009282960001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925142254NAL0009282960001, received 2025-09-25
Administrative expenses per participant
$171.66
Higher than 56% of the 15,210 plans $1 to 10M that report it.
= $41,885 / 244
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925142254NAL0009282960001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925142254NAL0009282960001, received 2025-09-25
Administrative expenses as a share of assets
0.419%
Higher than 40% of the 15,243 plans $1 to 10M that report it.
= $41,885 / $9,992,840
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925142254NAL0009282960001, received 2025-09-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925142254NAL0009282960001, received 2025-09-25
Employer contributions per participant
$1,088
Higher than 41% of the 13,342 plans $1 to 10M that report it.
= $265,483 / 244
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925142254NAL0009282960001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925142254NAL0009282960001, received 2025-09-25
Employer share of total contributions
11.3%
Higher than 9% of the 13,370 plans $1 to 10M that report it.
= $265,483 / $2,354,309
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925142254NAL0009282960001, received 2025-09-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925142254NAL0009282960001, received 2025-09-25
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250925142254NAL0009282960001, received 2025-09-25
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EVOLUCION INNOVATIONS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Plan name | EVOLUCION INNOVATIONS, INC. RETIREMENT TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Sponsor EIN / plan number | 56-2529165 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Sponsor location | SEATTLE, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Industry (business code) | 451110, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Filing received | 2025-09-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Participants, beginning of year | 443 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Active participants | 374 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Participants, end of year | 450 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Participants with an account balance | 244 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Total assets, beginning of year | $7,548,471 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Total assets, end of year | $9,992,840 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Net assets, end of year | $9,992,840 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Total income | $3,514,353 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Net income | $2,444,369 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Employer contributions | $265,483 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Participant contributions | $1,197,892 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Other contributions (incl. rollovers) | $890,934 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Total contributions | $2,354,309 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Benefit payments | $861,605 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Total expenses (incl. benefit payments) | $1,069,984 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Total administrative expenses | $41,885 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Recordkeeping fees | $41,885 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Administrative expenses excluding investment management | $41,885 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Held in common/collective trusts | $7,682 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Held in mutual funds | $9,913,505 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250925142254NAL0009282960001, received 2025-09-25 |
| Independent auditor | CLARK RAYMOND & COMPANY PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250925142254NAL0009282960001, received 2025-09-25 |
Position = column in the DOL layout for form year 2024. Filing 20250925142254NAL0009282960001, received 2025-09-25.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $24,517 | yes |
| RAYMOND JAMES | INVESTMENT MANAGEMNET | 27 Investment advisory (plan) | $10,497 | no |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | 28 Investment management | $3,846 | no |
| EVERGREEN RETIREMENT PLAN CONSULTIN | THIRD PARTY ADMINISTRATO | 13 Contract administrator | $2,950 | no |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $2,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250925142254NAL0009282960001, received 2025-09-25.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $7,548,471 | $9,992,840 | 32.4% |
| Participants with a balance | 224 | 244 | 8.9% |
| Administrative expenses | $40,744 | $41,885 | 2.8% |
| Recordkeeping fees per participant | $95.16 | $171.66 | 80.4% |
| Employer contributions | $266,927 | $265,483 | -0.5% |
Prior filing 20241003143946NAL0010668289001, received 2024-10-03; the plan years are contiguous.
Sponsor name as filed: EVOLUCION INNOVATIONS, INC.; SEC registrant: EVOLUCION INNOVATIONS INC (CIK 1366692, matched by EIN).