How big is Evergreene Management Group, LLC's plan?

Evergreene Management Group, LLC's plan reported $475K in assets and 188 participants for 2024.

Original filing (PDF)20250605114218NAL0009123875001

Evergreene Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Evergreene Management Group 401(k) Plan

401(k) retirement plan · Evergreene Management Group, LLC's Evergreene Management Group 401(k) Plan held $475K in plan assets for 188 participants in 2024.

Signals · 1

No auditor on file

Active participants

188

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

People on this filing

Donna Kuchar for CBIZ signed Evergreene Management Group, LLC's 2024 Form 5500 as plan administrator.

Donna Kuchar for CBIZ — 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

Evergreene Management Group, LLC's EIN is 26-4000650.

EIN 26-4000650

Plan number 001

Plan year 2024

ACK ID 20250605114218NAL0009123875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreene Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score