Plan Snapshot
- Plan Sponsor: Evolent Health LLC
- Sponsor EIN: 453084136
- Sponsor Address: 800 NORTH GLEBE ROAD, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Total Participants: 3,226
- Total Assets: $289.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,226 | $289.2M | $10.5M | $25.2M |
| 2023 | 3,417 | $243.3M | $10.1M | $24.2M |
| 2022 | 2,615 | $175.2M | $13.9M | $17.6M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $426,288 | — | $426,288 |
| KESTRA ADVISORY SERVICES, LLC | NONE | $120,000 | — | $120,000 |
| VANGUARD ADVISERS INC. | NONE | $30,121 | — | $30,121 |
| APRIO LLP | NONE | $30,009 | — | $30,009 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- KESTRA ADVISORY SERVICES, LLC — NONE
- VANGUARD ADVISERS INC. — NONE
- APRIO LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $606,418
- Estimated Expense Ratio: 0.210% 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 | $585,269 | $150,121 | — | $30,009 | — |
| 2023 | $627,189 | $159,894 | — | $28,400 | — |
| 2022 | $483,032 | — | — | — | — |