· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EVERGREEN RENOVATIONS, INC. — EVERGREEN RENOVATIONS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722160133NAL0003830608001
EVERGREEN RENOVATIONS, INC.
Form 5500-SF
FILING_RECEIVED
EVERGREEN RENOVATIONS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
8
Plan assets (EOY)
$409K
Net assets (EOY)
$409K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EVERGREEN RENOVATIONS, INC.
.
Find decision makers
Plan sponsor
Name
EVERGREEN RENOVATIONS, INC.
EIN
26-4614589
Address
4824 SW SCHOLLS FERRY ROAD · PORTLAND, OR · 97225
Phone
(503) 828-7947
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
ABC CONSTRUCTION CORP.
ABC CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN
$409K · 4 participants
FAWCETT CONSTRUCTION, LLC
FAWCETT CONSTRUCTION 401(K) PLAN
$409K · 15 participants
PRECISE CONSTRUCTION CONTRACTING, INC.
PRECISE CONSTRUCTION CONTRACTING, INC. 401 (K) PLAN
$409K · 32 participants
GREG PUTMAN CONSTRUCTION, INC.
GREG PUTMAN CONSTRUCTION, INC. 401(K) PLAN
$409K · 9 participants
TAYLOR BUILDING CORPORATION OF AMERICA
TAYLOR HOMES 401(K) PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$409K · 33 participants
WELTY SERVICES
WELTY SERVICES 401(K) PLAN
$410K · 22 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
