Plan Ledger DOL Form 5500 · updated monthly

Evolutioniq, LLC401(k)

EVOLUTIONIQ 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Evolutioniq, LLC reported $7,030 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,521 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (3,630th of 5,648), and the 1,015th of 2,534 in administrative & support services. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,864,904
Participants with balances219
Active participants191
Employer contributions$1,245,453
Employee contributions$2,556,845
Employer contribution per active participant$6,521
Average account balance$45,045
Benefits paid to participants$908,953
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,168
Investment management$5,862
Total administrative$7,030
The Evolutioniq, LLC 401(k) match · 2024
Employer contribution per active participant$6,521
Median for plans this size$1,313

Evolutioniq, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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
GUIDELINE, INC. · Recordkeeping · Consulting$6,230
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Administrative cost history1
2024$7,030 · 0.09%
Similar plansAdministrative & Support Services · New York
Nomad Health, Inc. NY$10.9M · 0.54%
The Tico Group, LLC NY$9.8M · 0.12%
Phaxis, LLC NY$9.5M · 0.93%
Janitronics, Inc. NY$9.2M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 332190524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.