# Evoke Research And Consulting, LLC 401(k) Plan
Source: https://planprovider.pro/companies/evoke-research-and-consulting-llc-401k-plan

> Evoke Research And Consulting, LLC's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evoke Research And Consulting, LLC

- **Sponsor EIN:** 205980270

- **Sponsor Address:** 12020 SUNRISE VALLEY DRIVE, RESTON, VA, 201913440

- **Plan Type:** 401(k)

- **Total Participants:** 158

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|158|$12.4M|$291,474|$1.1M|

| 2023|150|$11.1M|$345,129|$1.2M|

| 2022|121|$8.2M|$285,193|$942,229|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$46,720|—|$46,720|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$28,705|$23|$28,728|

| SMITH ELLIOTT KEARNS & CO., LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH ELLIOTT KEARNS & CO., LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,448

- **Estimated Expense Ratio:** 0.607% 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|$75,437|$11,487|$46,720|—|—|

| 2023|$59,862|$9,135|$37,127|—|—|

| 2022|$54,390|$8,003|$34,383|—|$12,004|

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