How big is Evergreen Wealth Management, LLC's plan?

Evergreen Wealth Management, LLC's plan reported $497K in assets and 5 participants for 2024.

Original filing (PDF)20251001122629NAL0005920691001

Evergreen Wealth Management, LLC

Name: Evergreen Wealth Management, LLC — Evergreen Wealth, Form 5500 (2024)
Creator: Evergreen Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Wealth 401(k) Plan

401(k) retirement plan · Evergreen Wealth Management, LLC's Evergreen Wealth 401(k) Plan held $497K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

Plan identifiers

Evergreen Wealth Management, LLC's EIN is 20-3901910.

EIN 20-3901910

Plan number 001

Plan year 2024

ACK ID 20251001122629NAL0005920691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evergreen Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVERGREEN WEALTH MANAGEMENT, LLC.

Finding similar companies…

Plan health score

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

100

Helping the score