How big is Evergreen Heights Inc.'s plan?

Evergreen Heights Inc.'s plan reported $1.1M in assets and 103 participants for 2024.

Original filing (PDF)20250721094448NAL0001378864001

Evergreen Heights Inc.

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

Form 5500-SF

FILING_RECEIVED

Evergreen Heights Inc. 401(k) Plan

401(k) retirement plan · Evergreen Heights Inc.'s Evergreen Heights Inc. 401(k) Plan held $1.1M in plan assets for 103 participants in 2024.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Marcus Bowie signed Evergreen Heights Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Heights Inc.'s EIN is 38-2714006.

EIN 38-2714006

Plan number 001

Plan year 2024

ACK ID 20250721094448NAL0001378864001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen Heights 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 HEIGHTS INC.

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Plan health score

Above-average plan

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 IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score