How big is Evergreen Economics' plan?

Evergreen Economics' plan reported $4.2M in assets and 18 participants for 2024.

Original filing (PDF)20250718115925NAL0000859539001

Evergreen Economics

Name: Evergreen Economics — Evergreen Economics Retirement, Form 5500 (2024)
Creator: Evergreen Economics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Economics Retirement Trust

401(k) retirement plan · Evergreen Economics' Evergreen Economics Retirement Trust held $4.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Ted Helvoigt signed Evergreen Economics' 2024 Form 5500 as plan administrator.

Ted Helvoigt — 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 Economics' EIN is 27-4448713.

EIN 27-4448713

Plan number 001

Plan year 2024

ACK ID 20250718115925NAL0000859539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen Economics' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, 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 ECONOMICS.

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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 (88th percentile).

Plan sponsor

Name

EVERGREEN ECONOMICS

EIN

all filings

Address

1500 SW FIRST AVENUE · SUITE 720 · PORTLAND, OR · 97201

Phone

(503) 741-8084

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator