Plan Snapshot
- Plan Sponsor: Evolve Partners LLC
- Sponsor EIN: 272451726
- Sponsor Address: 5075 WESTHEIMER ROAD SUITE 1177, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 42 | $10.2M | $452,390 | $827,374 |
| 2023 | 54 | $8.3M | $487,464 | $908,770 |
| 2022 | 44 | $5.9M | $296,824 | $645,933 |