# Evolent Health LLC 401(k) Plan
Source: https://planprovider.pro/companies/evolent-health-llc-401k-plan

> Evolent Health LLC's 401(k) plan: 3,226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [APRIO LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evolent-health-llc-401k-plan)

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