Original filing (PDF)20250519231342NAL0003643426003

EVERGREEN INSURANCE AGENCY, INC.

Name: EVERGREEN INSURANCE AGENCY, INC. — EVERGREEN INSURANCE AGENCY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: EVERGREEN INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

EVERGREEN INSURANCE AGENCY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EVERGREEN INSURANCE AGENCY, INC.

EIN

20-5297323all filings

Address

583 105TH AVE · SUITE 2 · ROYAL PALM BEACH, FL · 33411

Phone

(561) 966-8883

Industry