What public Form 5500 filings show about the Evergreen Advisors, LLC 401(k) plan — and how to find and check your own account.
Evergreen Advisors, LLC (EIN 52-2212903) reports EVERGREEN ADVISORS, LLC EMPLOYEE SAVINGS TRUST on its most recent Form 5500, with $6.3M in plan assets across 38 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Evergreen Advisors, LLC filing — schedules, fees, and providers.
Evergreen Advisors, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Evergreen Advisors, LLCHR for the recordkeeper’s name and login.
