# Evolve Ip, LLC 401(k) Plan
Source: https://planprovider.pro/companies/evolve-ip-llc-401k-plan

> Evolve Ip, LLC's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evolve Ip, LLC

- **Sponsor EIN:** 208562435

- **Sponsor Address:** 989 OLD EAGLE SCHOOL ROAD, WAYNE, PA, 19087

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

- **Total Participants:** 141

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|141|$0|$127,268|$1.1M|

| 2023|210|$11.0M|$165,453|$1.2M|

| 2022|240|$9.7M|$112,560|$1.3M|

## 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|

| KATHMERE CAPITAL MGMT LLC|INVESTMENT ADV, OTHER|$34,748|—|$34,748|

| EMPOWER ANNUITY INSURANCE CO OF AM|RECORD KEEPER|$30,589|—|$30,589|

| DCS RETIRE INC.|CONTRACT ADMIN|$1,648|$10,000|$11,648|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,981|—|$7,981|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,966

### 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|$75,388|—|$75,388|—|—|

| 2023|$63,469|—|$63,469|—|—|

| 2022|$81,039|—|—|—|$81,039|

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