Evans & Dixon, Llc 401(k) Plan: Login, Facts & Contact Information

Evans & Dixon, Llc 401(k) Plan Facts

Plan name
EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
EVANS & DIXON, LLC
Participants
290 (245 active employees)
Former employees with a balance
61
Plan assets
$43,560,804 at Dec 31, 2024
Average account balance
$160,741 across 271 accounts
Employer contributions
$1,309,139 in plan year 2024 (29% of all contributions)
Recordkeeper
Epic Retirement Plan Services
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 1, 1984
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.56 million went into the plan in contributions, $1.31 million of it from the employer (29%).
  • $8.22 million was paid out to participants.
  • Investment and other income added $4.89 million.
  • Administrative expenses were $73,774, about $272 per account.

How the Evans & Dixon, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019207$36.3 million$864,815$910,901
2020222$40.2 million$949,055$3.30 million
2021234$43.0 million$1.15 million$5.33 million
2022245$37.6 million$1.22 million$1.59 million
2023257$42.4 million$1.14 million$3.97 million
2024290$43.6 million$1.31 million$8.22 million

Evans & Dixon, Llc 401(k) Contact Information

Phone
314-621-7755
Mailing address
ONE METROPOLITAN SQUARE STE 2500, ST. LOUIS MO 63102
Plan sponsor
EVANS & DIXON, LLC
Employer identification number (EIN)
43-0611994
Plan number
002

Questions about the Evans & Dixon, Llc 401(k)

Does Evans & Dixon, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1.31 million in employer contributions for plan year 2024.

Does the Evans & Dixon, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Evans & Dixon, Llc 401(k) plan?

290 participants at the start of plan year 2024, 245 of them active employees, and 61 former employees who still had money in the plan.

What is the average 401(k) balance at Evans & Dixon, Llc?

About $160,741 per account: $43.6 million in plan assets across 271 accounts with a balance at the end of plan year 2024.

Who manages the Evans & Dixon, Llc 401(k) accounts?

EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Evans & Dixon, Llc. How do I access my 401(k)?

Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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