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Sponsor portfolio

EVOLVEMD, LLC

EIN 82-3992512-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
27
155 MAIN STREET - WAKEFIELD, RI 02879401-782-2400
Plans on this EIN
2 filings
#002CashBalance-$663K - 11 part#001401k-$374K - 16 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • SPA 401(K) (#001)36%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPA 401(K) (#001)16
  • CASH BALANCE PLAN (#002)11
Total 27Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SPA CASH BALANCE PLAN

CashBalance

Assets$663K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SPA 401(K) PLAN

401k

Assets$374K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SPA CASH BALANCE PLANCashBalance$663K112024
001SPA 401(K) PLAN401k$374K162024
Retirement plans
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