Plan Snapshot
- Plan Sponsor: Evo Transportation And Energy Services
- Sponsor EIN: 833508235
- Sponsor Address: 2075 W PINNACLE PEAK RD, PHOENIX, AZ, 85027
- Plan Type: 401(k)
- Total Participants: 1,519
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,519 | $7.8M | $542,864 | $868,750 |
| 2023 | 1,568 | $7.7M | $594,079 | $1.1M |
| 2022 | 2,827 | $8.1M | $1.2M | $993,908 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $75,279 | — | $75,279 |
| USI ADVISORS INC | INVESTMENT ADVISOR | $35,700 | — | $35,700 |
| PREMIER RETIREMENT PARTNERS | CONTRACT ADMIN | $32,383 | — | $32,383 |
| BAS PARTNERS | AUDITOR | $6,750 | — | $6,750 |
| BAS PARTNERS, LLC | Auditor | $6,750 | — | $6,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,862
- Estimated Expense Ratio: 2.017% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $150,112 | $35,700 | $32,383 | $6,750 | — |
| 2023 | $189,971 | $49,583 | $48,105 | — | — |
| 2022 | $131,973 | $20,869 | — | — | $111,104 |