Civic Intelligence

Evolve Partners LLC

Plan context: Evolve Partners LLC Retirement Trust

EIN 27-2451726 • Houston, TX • 14 filings • 1 plans

5075 Westheimer Road, Suite 1177Houston, TX 77056
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$11,309,639

2025 Contributions

$840,358

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,309,639$5,654,820$0201220192025YearValue
$11,309,639Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

54270201220192025YearValue
27Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025127$11,309,639$840,358$31,124iApproximate average salary by contribution assumption: employee only about $778,109 at 4% or $518,740 at 6%; with 50% employer match about $518,740 at 4% or $345,826 at 6%; with 100% employer match about $389,055 at 4% or $259,370 at 6%.
Evolve Partners LLC Retirement Trust-27$11,309,639$840,358$31,124iApproximate average salary by contribution assumption: employee only about $778,109 at 4% or $518,740 at 6%; with 50% employer match about $518,740 at 4% or $345,826 at 6%; with 100% employer match about $389,055 at 4% or $259,370 at 6%.
2024142$10,225,554$1,279,764$30,471iApproximate average salary by contribution assumption: employee only about $761,764 at 4% or $507,843 at 6%; with 50% employer match about $507,843 at 4% or $338,562 at 6%; with 100% employer match about $380,882 at 4% or $253,921 at 6%.
Evolve Partners LLC Retirement Trust-42$10,225,554$1,279,764$30,471iApproximate average salary by contribution assumption: employee only about $761,764 at 4% or $507,843 at 6%; with 50% employer match about $507,843 at 4% or $338,562 at 6%; with 100% employer match about $380,882 at 4% or $253,921 at 6%.
2023154$8,292,137$1,811,234$33,541iApproximate average salary by contribution assumption: employee only about $838,534 at 4% or $559,023 at 6%; with 50% employer match about $559,023 at 4% or $372,682 at 6%; with 100% employer match about $419,267 at 4% or $279,511 at 6%.
Evolve Partners LLC Retirement Trust-54$8,292,137$1,811,234$33,541iApproximate average salary by contribution assumption: employee only about $838,534 at 4% or $559,023 at 6%; with 50% employer match about $559,023 at 4% or $372,682 at 6%; with 100% employer match about $419,267 at 4% or $279,511 at 6%.
2022144$5,933,410$944,937$21,476iApproximate average salary by contribution assumption: employee only about $536,896 at 4% or $357,931 at 6%; with 50% employer match about $357,931 at 4% or $238,620 at 6%; with 100% employer match about $268,448 at 4% or $178,965 at 6%.
Evolve Partners LLC Retirement Trust-44$5,933,410$944,937$21,476iApproximate average salary by contribution assumption: employee only about $536,896 at 4% or $357,931 at 6%; with 50% employer match about $357,931 at 4% or $238,620 at 6%; with 100% employer match about $268,448 at 4% or $178,965 at 6%.
2021125$6,351,498$649,348$25,974iApproximate average salary by contribution assumption: employee only about $649,348 at 4% or $432,899 at 6%; with 50% employer match about $432,899 at 4% or $288,599 at 6%; with 100% employer match about $324,674 at 4% or $216,449 at 6%.
Evolve Partners LLC Retirement Trust-25$6,351,498$649,348$25,974iApproximate average salary by contribution assumption: employee only about $649,348 at 4% or $432,899 at 6%; with 50% employer match about $432,899 at 4% or $288,599 at 6%; with 100% employer match about $324,674 at 4% or $216,449 at 6%.
2020116$5,645,529$579,234$36,202iApproximate average salary by contribution assumption: employee only about $905,053 at 4% or $603,369 at 6%; with 50% employer match about $603,369 at 4% or $402,246 at 6%; with 100% employer match about $452,527 at 4% or $301,684 at 6%.
Evolve Partners LLC Retirement Trust-16$5,645,529$579,234$36,202iApproximate average salary by contribution assumption: employee only about $905,053 at 4% or $603,369 at 6%; with 50% employer match about $603,369 at 4% or $402,246 at 6%; with 100% employer match about $452,527 at 4% or $301,684 at 6%.
2019134$5,894,524$1,006,691$29,609iApproximate average salary by contribution assumption: employee only about $740,214 at 4% or $493,476 at 6%; with 50% employer match about $493,476 at 4% or $328,984 at 6%; with 100% employer match about $370,107 at 4% or $246,738 at 6%.
Evolve Partners LLC Retirement Trust-34$5,894,524$1,006,691$29,609iApproximate average salary by contribution assumption: employee only about $740,214 at 4% or $493,476 at 6%; with 50% employer match about $493,476 at 4% or $328,984 at 6%; with 100% employer match about $370,107 at 4% or $246,738 at 6%.
2018126$4,060,965$536,609$20,639iApproximate average salary by contribution assumption: employee only about $515,970 at 4% or $343,980 at 6%; with 50% employer match about $343,980 at 4% or $229,320 at 6%; with 100% employer match about $257,985 at 4% or $171,990 at 6%.
Evolve Partners LLC Retirement Trust-26$4,060,965$536,609$20,639iApproximate average salary by contribution assumption: employee only about $515,970 at 4% or $343,980 at 6%; with 50% employer match about $343,980 at 4% or $229,320 at 6%; with 100% employer match about $257,985 at 4% or $171,990 at 6%.
2017125$3,938,110$559,189$22,368iApproximate average salary by contribution assumption: employee only about $559,189 at 4% or $372,793 at 6%; with 50% employer match about $372,793 at 4% or $248,528 at 6%; with 100% employer match about $279,595 at 4% or $186,396 at 6%.
Evolve Partners LLC Retirement Trust-25$3,938,110$559,189$22,368iApproximate average salary by contribution assumption: employee only about $559,189 at 4% or $372,793 at 6%; with 50% employer match about $372,793 at 4% or $248,528 at 6%; with 100% employer match about $279,595 at 4% or $186,396 at 6%.
2016126$3,044,047$773,178$29,738iApproximate average salary by contribution assumption: employee only about $743,440 at 4% or $495,627 at 6%; with 50% employer match about $495,627 at 4% or $330,418 at 6%; with 100% employer match about $371,720 at 4% or $247,813 at 6%.
Evolve Partners LLC Retirement Trust-26$3,044,047$773,178$29,738iApproximate average salary by contribution assumption: employee only about $743,440 at 4% or $495,627 at 6%; with 50% employer match about $495,627 at 4% or $330,418 at 6%; with 100% employer match about $371,720 at 4% or $247,813 at 6%.
2015131$2,900,190$681,831$21,995iApproximate average salary by contribution assumption: employee only about $549,864 at 4% or $366,576 at 6%; with 50% employer match about $366,576 at 4% or $244,384 at 6%; with 100% employer match about $274,932 at 4% or $183,288 at 6%.
Evolve Partners LLC Retirement Trust-31$2,900,190$681,831$21,995iApproximate average salary by contribution assumption: employee only about $549,864 at 4% or $366,576 at 6%; with 50% employer match about $366,576 at 4% or $244,384 at 6%; with 100% employer match about $274,932 at 4% or $183,288 at 6%.
2014138$2,842,475$766,450$20,170iApproximate average salary by contribution assumption: employee only about $504,243 at 4% or $336,162 at 6%; with 50% employer match about $336,162 at 4% or $224,108 at 6%; with 100% employer match about $252,122 at 4% or $168,081 at 6%.
Evolve Partners LLC Retirement Trust-38$2,842,475$766,450$20,170iApproximate average salary by contribution assumption: employee only about $504,243 at 4% or $336,162 at 6%; with 50% employer match about $336,162 at 4% or $224,108 at 6%; with 100% employer match about $252,122 at 4% or $168,081 at 6%.
2013141$2,044,947$969,266$23,641iApproximate average salary by contribution assumption: employee only about $591,016 at 4% or $394,011 at 6%; with 50% employer match about $394,011 at 4% or $262,674 at 6%; with 100% employer match about $295,508 at 4% or $197,005 at 6%.
Evolve Partners LLC Retirement Trust-41$2,044,947$969,266$23,641iApproximate average salary by contribution assumption: employee only about $591,016 at 4% or $394,011 at 6%; with 50% employer match about $394,011 at 4% or $262,674 at 6%; with 100% employer match about $295,508 at 4% or $197,005 at 6%.
2012133$1,229,221$471,672$14,293iApproximate average salary by contribution assumption: employee only about $357,327 at 4% or $238,218 at 6%; with 50% employer match about $238,218 at 4% or $158,812 at 6%; with 100% employer match about $178,664 at 4% or $119,109 at 6%.
Evolve Partners LLC Retirement Trust-33$1,229,221$471,672$14,293iApproximate average salary by contribution assumption: employee only about $357,327 at 4% or $238,218 at 6%; with 50% employer match about $238,218 at 4% or $158,812 at 6%; with 100% employer match about $178,664 at 4% or $119,109 at 6%.