Retirement plan

EVOLUTION SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

Name: EVOLUTION SERVICES CORPORATION - EVOLUTION SERVICES CORPORATION 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: EVOLUTION SERVICES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVOLUTION SERVICES CORPORATION 401(K) PROFIT SHARING PLAN, EVOLUTION SERVICES CORPORATION

EVOLUTION SERVICES CORPORATIONEIN 46-3229942Plan #001PY 2025

3398 CALZADA AVE. - SANTA YNEZ, CA 93460650-387-6900

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+25.2% from 2024

Total participants

-6.3% from 2024

Average account balance

$123,446

+34.2% from 2024

Annual return

18.97%

+5.02 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.73M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$123K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.97%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$66

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$924

$71 / participant

Other / not subdivided$924100.0%

% of EOY assets

0.053%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$123,446

$154,228-20.0%

$145,433-15.1%

$137,256-10.1%

Participation rate

92.3%

83.8%+8.5pp

82.1%+10.2pp

80.0%+12.3pp

Annual return

18.97%

74.59%-55.6pp

66.58%-47.6pp

220.34%-201.4pp

Employer contribution / active EE

$2,059

$4,804-57.1%

$4,554-54.8%

$4,156-50.5%

Participant deferral / active EE

$4,577

$8,216-44.3%

$7,897-42.0%

$6,407-28.6%

Admin fee / account holder

$66

$14,344-99.5%

$13,129-99.5%

$12,270-99.5%

EVOLUTION SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVOLUTION SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion