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EVERGREEN MARKETING, INC. — CRABTREE & CO. 401(K) PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241015214648NAL0029725873001
EVERGREEN MARKETING, INC.
Form 5500-SF
FILING_RECEIVED
CRABTREE & CO. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 MARKETING, INC.
.
Find decision makers
Plan sponsor
Name
EVERGREEN MARKETING, INC.
EIN
54-1251986
Address
450 W. BROAD STREET, SUITE 418 · FALLS CHURCH, VA · 22046
Phone
(703) 241-9001
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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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