What public Form 5500 filings show about the Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans 401(k) plan — and how to find and check your own account.
Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans (EIN 91-1374387) reports SECURITY PLUS RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $60.9M in plan assets across 427 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 Moneysource Mortgage Company DBA Evergreen Home Loans filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HUNNEX AND SHOEMAKER, ASSURED PARTNERS, MOSS ADAMS/BAKER TILLY.
