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Original filing (PDF)20251009103703NAL0011267808001
EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION
Form 5500
FILING_RECEIVED
EGA MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
351
Accounts w/ balance
561
Plan assets (EOY)
$118.7M
Net assets (EOY)
$118.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION.
Plan sponsor
Name
EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION
EIN
13-3373601
Address
ONE EVERTRUST PLAZA · JERSEY CITY, NJ · 07302
Phone
(201) 761-3116
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $88K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $39K | — |
| EVERGREEN SHIPPING AGENCY (AMERICA) | — | JERSEY CITY, NJ | OTHER | $9K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | CONSULTING | $300 | — |
Investments
26 direct securities · 1 pooled fund· $115.7M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$74.8M
25 holdings
Mutual Funds
$27.4M
1 holding
Common Collective Trust
$13.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES/UNITS AB Large Cap Growth A | Mutual Funds | — | $285K | $27.4M | 23.1% | |
| Vanguard 500 Index Admiral | — | — | $28K | $15.3M | 12.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $13.5M | $13.5M | 11.3% | |
| MFS Value R4 | — | — | $118K | $5.7M | 4.8% | |
| Eaton Vance Atlanta Capital Smid-Cap I | — | — | $126K | $5.2M | 4.4% | |
| American Funds Europacific GR R5 | — | — | $91K | $4.9M | 4.1% | |
| T. Rowe Price Retirement 2035 Fund | — | — | $199K | $4.2M | 3.5% | |
| T. Rowe Price Retirement 2030 Fund | — | — | $146K | $3.8M | 3.2% | |
| T. Rowe Price Retirement 2045 Fund | — | — | $164K | $3.6M | 3.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | $119K | $3.6M | 3.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | $158K | $3.1M | 2.6% | |
| JHancock Disciplined Value Mid Cap R6 | — | — | $115K | $3.1M | 2.6% | |
| Allspring Special Small Cap Value R6 | — | — | $73K | $2.9M | 2.5% | |
| American Funds US Government Sec R6 | — | — | $240K | $2.8M | 2.4% | |
| Invesco Global Y | — | — | $28K | $2.7M | 2.3% | |
| T. Rowe Price Retirement 2050 Fund | — | — | $126K | $2.4M | 2.0% | |
| Voya Intermediate Bond I | — | — | $211K | $1.8M | 1.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | $105K | $1.7M | 1.5% | |
| Janus Henderson Triton T | — | — | $66K | $1.7M | 1.5% | |
| T. Rowe Price Retirement 2015 Fund | — | — | $118K | $1.5M | 1.2% | |
| Pioneer Strategic Income Y | — | — | $155K | $1.5M | 1.2% | |
| T. Rowe Price Retirement 2020 Fund | — | — | $71K | $1.3M | 1.1% | |
| MFS Global Real Estate R6 | — | — | $48K | $770K | 0.6% | |
| T. Rowe Price Emerging Markets Stock I | — | — | $15K | $515K | 0.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | $23K | $378K | 0.3% | |
| T. Rowe Price Retirement 2010 Fund | — | — | $9K | $133K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund | — | — | $3K | $33K | <0.1% |