Plan Ledger DOL Form 5500 · updated monthly

Evident ChangeProfit-sharing plan

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Evident Change reported $812 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,339 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,439th-largest of 9,483 plans among California employers on file, and 6,646th of 11,654 in professional & technical services. active participation has grown from 99 to 122 since 2022.

Plan summary
Net assets, end of year$14,696,540
Participants with balances203
Active participants122
Employer contributions$285,359
Employee contributions—
Employer contribution per active participant$2,339
Average account balance$72,397
Benefits paid to participants$649,007
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 203 accts · $285K emplr
2023$13.5M · 204 accts · $274K emplr
2022$11.8M · 187 accts · $365K emplr
Employer contributions to the Evident Change plan · 2024
Employer contribution per active participant$2,339
Median for plans this size$2,416
2024$2,339 per active participant
2023$2,428 per active participant
2022$3,686 per active participant

Evident Change's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MUTUAL OF AMERICA INV CORP · Claims processing · Recordkeeping$1,010
TIAA · Recordkeeping$125

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America, TIAA
2023TIAA

This plan has changed recordkeepers within these filings. If you left Evident Change before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$812 · 0.01%
2023$231 · 0.00%
2022$123 · 0.00%
Same employer
Similar plansProfessional & Technical Services · California
Path Ccm, Inc. CA$14.7M · 0.09%
Recharge Inc. CA$14.7M · 0.08%
Koa Corporation CA$14.7M · 0.86%
Intersect Power, LLC CA$14.7M · 0.69%
Verimatrix, Inc. CA$14.7M · 0.37%
The Sourcing Group CA$14.7M · 0.10%
Tatari, Inc. CA$14.7M · 0.28%
Cpasitesolutions, Inc. CA$14.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131624111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.