Evidation Health, Inc. DBA the Activity Exchange 401(k) match, vesting and fees
What Evidation Health, Inc. DBA the Activity Exchange's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Evidation Health, Inc. DBA the Activity Exchange: employer contribution per participant | $371 | |
| Peer median | $2,719 |
| Evidation Health, Inc. DBA the Activity Exchange: average balance | $118,630 | |
| Peer median | $85,424 |
| Evidation Health, Inc. DBA the Activity Exchange: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.1M at the end of plan year 2021 to $25M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 218 | $25M | $78K | $371 | 0.13% | Not published | Form 5500 ↗ |
| 2024 | 252 | $22.9M | $126K | $520 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 314 | $18.8M | $185K | $628 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 343 | $13.8M | $268K | $867 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 337 | $12.1M | $304K | $1,050 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Evidation Health, Inc. DBA the Activity Exchange match 401(k) contributions?
The match terms for the Evidation Health 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $78K in employer contributions, about $371 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evidation Health, Inc. DBA the Activity Exchange 401(k) match vested?
The vesting schedule for the Evidation Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evidation Health, Inc. DBA the Activity Exchange 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Evidation Health, Inc. DBA the Activity Exchange.
I left Evidation Health, Inc. DBA the Activity Exchange. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evidation Health, Inc. DBA the Activity Exchange, (650) 387-1199) or the recordkeeper, Fidelity Investments Institutional. The Evidation Health, Inc. DBA the Activity Exchange old 401(k) page lists the contacts from every plan filing. Find an old Evidation Health, Inc. DBA the Activity Exchange 401(k)
Data from the public Form 5500 annual reports Evidation Health, Inc. DBA the Activity Exchange filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Evidation Health, Inc. DBA the Activity Exchange. Not financial advice. Report a correction · Methodology