# Evo Transportation And Energy Services 401(k) Plan
Source: https://planprovider.pro/companies/evo-transportation-and-energy-services-401k-plan

> Evo Transportation And Energy Services's 401(k) plan: 1,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bas-partners) — 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|

## Similar Plans

- [Knight-Swift Transportation Holdings INC.](https://planprovider.pro/companies/knight-swift-transportation-holdings-inc-401k-plan) — 31,022 participants

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