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

Evergreen Retirement Plan Consulting, LLC's plan reported $618K in assets and 6 participants for 2024.

Original filing (PDF)20250905122226NAL0010584499001

Evergreen Retirement Plan Consulting, LLC

Name: Evergreen Retirement Plan Consulting, LLC — Form 5500 Plan 002 (2024)
Creator: Evergreen Retirement Plan Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Retirement Plan Consulting, LLC Cash Balance Plan

Defined-benefit pension plan · Evergreen Retirement Plan Consulting, LLC's Evergreen Retirement Plan Consulting, LLC Cash Balance Plan held $618K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

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 002

Plan year 2024

ACK ID 20250905122226NAL0010584499001

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 a cash-balance formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off