# Evo Transportation And Energy Services INC Health & Welfare Plan
Source: https://planprovider.pro/companies/evo-transportation-and-energy-services-inc-371615850-502

> Evo Transportation And Energy Services INC's Health & Welfare plan: 1,385 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 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](https://planprovider.pro/provider/ineich-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evo-transportation-and-energy-services-inc-371615850-502)

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