How big is Evergreen Homes Inc.'s plan?

Evergreen Homes Inc.'s plan reported $4.9M in assets and 159 participants for 2024.

Original filing (PDF)20250924122825NAL0003011571001

Evergreen Homes Inc.

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

Form 5500

FILING_RECEIVED

Evergreen Homes 403(b) Plan

403(b) retirement plan · Evergreen Homes Inc.'s Evergreen Homes 403(b) Plan held $4.9M in plan assets for 159 participants in 2024, with OneAmerica as recordkeeper.

Signals · 1

37% in single holding

Active participants

159

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Denise Brougham signed Evergreen Homes Inc.'s 2024 Form 5500 as plan administrator.

Denise Brougham — 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 Homes Inc.'s EIN is 25-1556760.

EIN 25-1556760

Plan number 002

Plan year 2024

ACK ID 20250924122825NAL0003011571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen Homes Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 HOMES INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (87th percentile).

Plan sponsor

Name

EVERGREEN HOMES INC.

EIN

all filings

Address

198 WESTGATE DRIVE · KITTANNING, PA · 16201

Phone

(724) 763-3125

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MCCALL SCANLON & TICE LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$1K	—

Investments

32 direct securities · 1 pooled fund· $7.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.8M

1 holding

Other securities

$2.5M

21 holdings

Guaranteed Income / GIC

$1.9M

1 holding

Common Collective Trusts

$236K

2 holdings

Mutual Funds

$222K

7 holdings

Bonds / Notes

$161K

1 holding

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$2.8M	56.9%
, * American United Life Ins. Co. AUL Stable Value Account N/R	Guaranteed Income / GIC	—	—	$1.9M	39.8%
AllianceBernstein AB Large Cap Growth Z N/R	Other securities	—	—	$616K	12.6%
Amerfds 2025 Trgt Date Ret R6 N/R	Other securities	—	—	$569K	11.6%
Amerfds 2030 Trgt Date Ret R6 N/R	Other securities	—	—	$266K	5.4%
Amerfds 2050 Trgt Date Ret R6 N/R	Other securities	—	—	$233K	4.8%
FIDELITY 500 INDEX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$190K	3.9%
(with varying maturity dates) - $	Other securities	—	—	$161K	3.3%
PARTICIPANTS LOANS 5.5% TO 5.5% 0	Bonds / Notes	—	—	$161K	3.3%
Amerfds 2055 Trgt Date Ret R6 N/R	Other securities	—	—	$137K	2.8%
MFS Mid Cap Growth R6 N/R	Mutual Funds	—	—	$131K	2.7%
Amerfds 2040 Trgt Date Ret R6 N/R	Other securities	—	—	$120K	2.5%
Amerfds 2035 Trgt Date Ret R6 N/R	Other securities	—	—	$68K	1.4%
Amerfds 2045 Trgt Date Ret R6 N/R	Other securities	—	—	$54K	1.1%
Amerfds American Balanced R6 N/R	Other securities	—	—	$54K	1.1%
JP Morgan JPMorgan Equity Income R6 N/R	Other securities	—	—	$46K	0.9%
Vanguard Midcap Value Idx Adm N/R	Common Collective Trusts	—	—	$45K	0.9%
Vanguard Mid Cap Index Adm N/R	Mutual Funds	—	—	$40K	0.8%
Amerfds 2060 Trgt Date Ret R6 N/R	Other securities	—	—	$32K	0.7%
Cohen & Steers Cohen Steers Real Est Sec Z N/R	Other securities	—	—	$32K	0.6%
PGIM Total Return Bond R6 N/R	Other securities	—	—	$28K	0.6%
Fidelity Sm Cap Index N/R	Mutual Funds	—	—	$25K	0.5%
Amerfds 2065 Trgt Date Ret R6 N/R	Other securities	—	—	$17K	0.3%
JPMorgan Small Cap Gr R6 N/R	Other securities	—	—	$13K	0.3%
Amerfds 2020 Trgt Date Ret R6 N/R	Other securities	—	—	$12K	0.2%
Prudential PGIM High-Yield R6 N/R	Other securities	—	—	$12K	0.2%
Amerfds New Perspective R6 N/R	Other securities	—	—	$10K	0.2%
American Funds Amerfds 2010 Trgt Date Ret R6 N/R	Mutual Funds	—	—	$9K	0.2%
Amerfds New World R6 N/R	Other securities	—	—	$7K	0.2%
Vanguard Intl Value Inv N/R	Mutual Funds	—	—	$7K	0.1%
Fidelity Intl Index N/R	Mutual Funds	—	—	$7K	0.1%
Amerfds 2015 Trgt Date Ret R6 N/R	Other securities	—	—	$5K	0.1%
DFA US Targeted Val I N/R	Mutual Funds	—	—	$2K	<0.1%