Evoke Research and Consulting 401(k) match, vesting and fees
What Evoke Research and Consulting'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Smith Elliott Kearns & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Evoke Research and Consulting: employer contribution per participant | $1,381 | |
| Peer median | $2,719 |
| Evoke Research and Consulting: average balance | $76,017 | |
| Peer median | $85,424 |
| Evoke Research and Consulting: admin expenses ÷ assets | 0.70% | |
| 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 $9M at the end of plan year 2021 to $9.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 135 | $9.1M | $166K | $1,381 | 0.70% | Not published | Form 5500 ↗ |
| 2024 | 218 | $12.4M | $291K | $1,725 | 0.64% | Not published | Form 5500 ↗ |
| 2023 | 216 | $11.1M | $345K | $1,866 | 0.62% | Not published | Form 5500 ↗ |
| 2022 | 184 | $8.2M | $285K | $1,658 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 176 | $9M | $192K | $1,122 | 0.66% | Not published | Form 5500 ↗ |
Common questions
Does Evoke Research and Consulting match 401(k) contributions?
The match terms for the Evoke Research and Consulting 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $166K in employer contributions, about $1,381 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evoke Research and Consulting 401(k) match vested?
The vesting schedule for the Evoke Research and Consulting 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evoke Research and Consulting 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Evoke Research and Consulting, LLC.
I left Evoke Research and Consulting. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evoke Research and Consulting, LLC, (571) 298-4440) or the recordkeeper, Principal Life Insurance Company. The Evoke Research and Consulting old 401(k) page lists the contacts from every plan filing. Find an old Evoke Research and Consulting 401(k)
Data from the public Form 5500 annual reports Evoke Research and Consulting 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 Evoke Research and Consulting. Not financial advice. Report a correction · Methodology