How big is Evergreen Advisors Inc.'s plan?

Evergreen Advisors Inc.'s plan reported $1.2M in assets and 5 participants for 2025.

Original filing (PDF)20260505102210NAL0001040064001

Evergreen Advisors Inc.

Name: Evergreen Advisors Inc. — Evergreen Advisors Inc., Form 5500 (2025)
Creator: Evergreen Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Advisors Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Evergreen Advisors Inc.'s Evergreen Advisors Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Mariann McDermott signed Evergreen Advisors Inc.'s 2025 Form 5500 as plan administrator.

Mariann McDermott — 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 Advisors Inc.'s EIN is 35-2188030.

EIN 35-2188030

Plan number 001

Plan year 2025

ACK ID 20260505102210NAL0001040064001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Evergreen Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Evergreen Advisors Inc.'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 EVERGREEN ADVISORS INC.

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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

Knocking points off