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

> Evolve Partners LLC&#39;s 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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