EVERGREEN CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the EVERGREEN CREDIT UNION 401(k) plan — and how to find and check your own account.
The EVERGREEN CREDIT UNION 401(k) on its latest Form 5500
EVERGREEN CREDIT UNION (EIN 01-0216328) reports EVERGREEN CREDIT UNION RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $12.0M in plan assets across 120 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 CREDIT UNION filing — schedules, fees, and providers.
Who runs the EVERGREEN CREDIT UNION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EVERGREEN CREDIT UNION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): THIRD PARTY ADMINISTRATORS.
How to check your EVERGREEN CREDIT UNION 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask EVERGREEN CREDIT UNION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).