EVERGREEN REAL ESTATE SERVICES, LLC 401(k) Plan
What public Form 5500 filings show about the EVERGREEN REAL ESTATE SERVICES, LLC 401(k) plan — and how to find and check your own account.
The EVERGREEN REAL ESTATE SERVICES, LLC 401(k) on its latest Form 5500
EVERGREEN REAL ESTATE SERVICES, LLC (EIN 36-4274778) reports EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $8.6M in plan assets across 485 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 REAL ESTATE SERVICES, LLC filing — schedules, fees, and providers.
Who runs the EVERGREEN REAL ESTATE SERVICES, LLC 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 ALLIANCE PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EVERGREEN REAL ESTATE SERVICES, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WINTRUST INVESTMENTS.
How to check your EVERGREEN REAL ESTATE SERVICES, LLC 401(k)
- Log in to ALLIANCE PENSION CONSULTANTS’s participant portal (the site on your statements).
- Ask EVERGREEN REAL ESTATE SERVICES, LLC 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).