Plan Snapshot
- Plan Sponsor: Evo Transportation And Energy Services INC
- Sponsor EIN: 371615850
- Sponsor Address: 1528 S. EL CAMINO REAL, SUITE 407, SAN MATEO, CA, 94402
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 1,385
- Total Assets: $452,208
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,385 | $452,208 | $3.8M | $3.1M |
| 2023 | 1,686 | $589,036 | $4.0M | $2.7M |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | Other Service Provider | $314,380 | — | $314,380 |
| FIDUCIARY PLAN MANAGEMENT SERVICES | Other Service Provider | $35,126 | — | $35,126 |
| INEICH & COMPANY, LLP | Auditor | $26,000 | — | $26,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INEICH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $375,506
- Estimated Expense Ratio: 83.038% 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 | $378,945 | — | $314,380 | $26,000 | — |
| 2023 | $332,631 | — | $301,760 | — | — |