How big is Evergreen Retirement Plan Consulting, LLC's plan?

Evergreen Retirement Plan Consulting, LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250905122302NAL0010584515001

Evergreen Retirement Plan Consulting, LLC

Name: Evergreen Retirement Plan Consulting, LLC — Form 5500 Plan 001 (2024)
Creator: Evergreen Retirement Plan Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Retirement Plan Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Evergreen Retirement Plan Consulting, LLC's Evergreen Retirement Plan Consulting, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Joseph Carolan signed Evergreen Retirement Plan Consulting, LLC's 2024 Form 5500 as plan administrator.

Joseph Carolan — 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 Retirement Plan Consulting, LLC's EIN is 45-3480687.

EIN 45-3480687

Plan number 001

Plan year 2024

ACK ID 20250905122302NAL0010584515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evergreen Retirement Plan Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen Retirement Plan Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 RETIREMENT PLAN CONSULTING, LLC.

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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