AUMdb

Evolent Health 401(k) Plan

Sponsored by Evolent Health Llc · EIN 453084136 · Plan #002

Total assets
$289M
Net assets
$289M
Active participants
3,226
With balances
4,661

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Consulting (general), Trustee (directed), Participant loan processing $426,288
Kestra Advisory Services, Llc Consulting (general) $120,000
Vanguard Advisers Inc. Investment advisory (participants) $30,121
Aprio Llp Other fees $30,009