Original filing (PDF)20250729154202NAL0001745955001

EVERGREEN FINANCIAL ASSOCIATES, LLC

Name: EVERGREEN FINANCIAL ASSOCIATES, LLC — EVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EVERGREEN FINANCIAL ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

EVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN FINANCIAL ASSOCIATES, LLC.

Plan sponsor

Name

EVERGREEN FINANCIAL ASSOCIATES, LLC

EIN