Plan Snapshot
- Plan Sponsor: Evolve Vacation Rental Network, INC.
- Sponsor EIN: 274745991
- Sponsor Address: 717 17TH ST STE 2100, DENVER, CO, 802023318
- Plan Type: 401(k)
- Total Participants: 645
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 645 | $29.7M | $2.3M | $4.2M |
| 2023 | 700 | $24.4M | $3.0M | $5.3M |
| 2022 | 1,037 | $16.0M | $2.7M | $4.5M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $141,892 | — | $141,892 | — | — |
| 2023 | $124,017 | — | $124,017 | — | — |
| 2022 | $146,728 | $14,334 | $132,394 | — | — |