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EVERGREEN SCHOOL, INCORPORATED — EVERGREEN SCHOOL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250717125759NAL0000452656001
EVERGREEN SCHOOL, INCORPORATED
Form 5500-SF
FILING_RECEIVED
EVERGREEN SCHOOL RETIREMENT PLAN
403(b) retirement plan
Active participants
40
Accounts w/ balance
36
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EVERGREEN SCHOOL, INCORPORATED
.
Find decision makers
Plan sponsor
Name
EVERGREEN SCHOOL, INCORPORATED
EIN
52-1255493
Address
10700 GEORGIA AVENUE · SILVER SPRING, MD · 20902
Phone
(301) 942-5979
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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