401k Record

Employers › Evolving Process

Evolving Process 401(k)

Total assets, end of year · Ordermygear 401(k) Plan · plan year 2023

$6,006,631

223 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.

Source

Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250304132504NAL0006993681001, received 2025-03-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250304132504NAL0006993681001, received 2025-03-04

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 2023-01-01 to 2023-12-31, filing received 2025-03-04.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses excluding investment management, per participant

$0.00

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 223
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250304132504NAL0006993681001, received 2025-03-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250304132504NAL0006993681001, received 2025-03-04

Administrative expenses per participant

$126.57

10th: $16.05median $134.8990th: $338.53

Higher than 48% of the 17,762 plans $1 to 10M that report it.

Source

= $28,224 / 223
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250304132504NAL0006993681001, received 2025-03-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250304132504NAL0006993681001, received 2025-03-04

Administrative expenses as a share of assets

0.470%

10th: 0.056%median 0.483%90th: 1.081%

Higher than 49% of the 17,798 plans $1 to 10M that report it.

Source

= $28,224 / $6,006,631
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250304132504NAL0006993681001, received 2025-03-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250304132504NAL0006993681001, received 2025-03-04

Employer contributions per participant

$1,500

10th: $347median $1,29490th: $2,822

Higher than 58% of the 15,688 plans $1 to 10M that report it.

Source

= $334,603 / 223
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250304132504NAL0006993681001, received 2025-03-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250304132504NAL0006993681001, received 2025-03-04

Employer share of total contributions

23.7%

10th: 11.8%median 28.6%90th: 43.4%

Higher than 34% of the 15,721 plans $1 to 10M that report it.

Source

= $334,603 / $1,412,346
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250304132504NAL0006993681001, received 2025-03-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250304132504NAL0006993681001, received 2025-03-04

Plan terms, as stated in Evolving Process LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250304132504NAL0006993681001, received 2025-03-04

Full record, Ordermygear 401(k) Plan

FieldValueSource
Plan sponsorORDERMYGEAR LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250304132504NAL0006993681001, received 2025-03-04
Plan nameORDERMYGEAR 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250304132504NAL0006993681001, received 2025-03-04
Sponsor EIN / plan number71-1037580 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250304132504NAL0006993681001, received 2025-03-04
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250304132504NAL0006993681001, received 2025-03-04
Sponsor locationDALLAS, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250304132504NAL0006993681001, received 2025-03-04
Industry (business code)541519, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250304132504NAL0006993681001, received 2025-03-04
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250304132504NAL0006993681001, received 2025-03-04
Filing received2025-03-04Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250304132504NAL0006993681001, received 2025-03-04
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250304132504NAL0006993681001, received 2025-03-04
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250304132504NAL0006993681001, received 2025-03-04
Participants, beginning of year230Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250304132504NAL0006993681001, received 2025-03-04
Active participants118Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250304132504NAL0006993681001, received 2025-03-04
Participants, end of year230Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250304132504NAL0006993681001, received 2025-03-04
Participants with an account balance223Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250304132504NAL0006993681001, received 2025-03-04
Total assets, beginning of year$4,171,970Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250304132504NAL0006993681001, received 2025-03-04
Total assets, end of year$6,006,631Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250304132504NAL0006993681001, received 2025-03-04
Net assets, end of year$6,006,631Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250304132504NAL0006993681001, received 2025-03-04
Total income$2,577,666Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250304132504NAL0006993681001, received 2025-03-04
Net income$1,834,661Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250304132504NAL0006993681001, received 2025-03-04
Employer contributions$334,603Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250304132504NAL0006993681001, received 2025-03-04
Participant contributions$954,892Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250304132504NAL0006993681001, received 2025-03-04
Other contributions (incl. rollovers)$122,851Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250304132504NAL0006993681001, received 2025-03-04
Total contributions$1,412,346Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250304132504NAL0006993681001, received 2025-03-04
Benefit payments$714,781Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250304132504NAL0006993681001, received 2025-03-04
Total expenses (incl. benefit payments)$743,005Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250304132504NAL0006993681001, received 2025-03-04
Total administrative expenses$28,224Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250304132504NAL0006993681001, received 2025-03-04
Investment advisory and management fees$28,224Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250304132504NAL0006993681001, received 2025-03-04
Administrative expenses excluding investment management$0derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250304132504NAL0006993681001, received 2025-03-04
Held in mutual funds$5,932,018Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250304132504NAL0006993681001, received 2025-03-04
Independent auditorFORVIS MAZARS, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250304132504NAL0006993681001, received 2025-03-04

Position = column in the DOL layout for form year 2023. Filing 20250304132504NAL0006993681001, received 2025-03-04.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
HUMAN INTEREST ADVISOR LLCrecordkeeperRECORDKEEPER 13 Contract administrator; 27 Investment advisory (plan); 51 Investment management fees paid directly by plan; 15 Recordkeeping and information management $23,248no

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 20250304132504NAL0006993681001, received 2025-03-04.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

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Sponsor name as filed: ORDERMYGEAR LLC; SEC registrant: EVOLVING PROCESS LLC (CIK 1602635, matched by EIN).