# Evolvehr V, INC. 401(k) Plan
Source: https://planprovider.pro/companies/evolvehr-v-inc-401k-plan

> Evolvehr V, INC.'s 401(k) plan: 659 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evolvehr V, INC.

- **Sponsor EIN:** 454287502

- **Sponsor Address:** 7234 W NORTH AVE, CHICAGO, IL, 60707

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

- **Total Participants:** 659

- **Total Assets:** $40.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|659|$40.6M|$1.2M|$2.4M|

| 2023|145|$25.5M|$181,565|$616,900|

## 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|

| JASON F. CLAUSEN, P.C.|Auditor|$10,000|—|$10,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,000

- **Estimated Expense Ratio:** 0.025% 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|$148,957|$54,646|$76,686|$10,000|—|

| 2023|$30,680|$11,921|$16,552|—|—|

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