How big is Evergreen ELM, Inc.'s plan?

Evergreen ELM, Inc.'s plan reported $2.2M in assets and 67 participants for 2024.

Original filing (PDF)20250730081515NAL0004345473001

Evergreen ELM, Inc.

Name: Evergreen ELM, Inc. — Evergreen ELM, Inc. 403(b), Form 5500 (2024)
Creator: Evergreen ELM, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen ELM, Inc. 403(b) Retirement Plan

401(k) retirement plan · Evergreen ELM, Inc.'s Evergreen ELM, Inc. 403(b) Retirement Plan held $2.2M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Brandi BUCK signed Evergreen ELM, Inc.'s 2024 Form 5500 as plan administrator.

Brandi BUCK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Evergreen ELM, Inc.'s EIN is 25-1356126.

EIN 25-1356126

Plan number 001

Plan year 2024

ACK ID 20250730081515NAL0004345473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen ELM, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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