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EVOLUTION FINANCIAL ADVISORS, INC.

EIN 81-3278765-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
8
580 FISHERS STATION DRIVE - VICTOR, NY 14564585-433-9124evolutionfa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.5M - 8 part

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Retirement#001

EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN

401k

Assets$1.5M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN401k$1.5M82025
Retirement plans
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