How big is Evergreen Management Co., LLC's plan?

Evergreen Management Co., LLC's plan reported $2.1M in assets and 7 participants for 2025.

Original filing (PDF)20260519175706NAL0001193889001

Evergreen Management Co., LLC

Name: Evergreen Management Co., LLC — Evergreen Management, Form 5500 (2025)
Creator: Evergreen Management Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Management Co., LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Evergreen Management Co., LLC's Evergreen Management Co., LLC 401(k) Profit Sharing Plan held $2.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Kristi Carruth signed Evergreen Management Co., LLC's 2025 Form 5500 as plan administrator.

Kristi Carruth — 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 Management Co., LLC's EIN is 68-0416809.

EIN 68-0416809

Plan number 001

Plan year 2025

ACK ID 20260519175706NAL0001193889001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Evergreen Management Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Evergreen Management Co., LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MANAGEMENT CO., 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

EVERGREEN MANAGEMENT CO., LLC

EIN

all filings

Address

2485 NATOMAS PARK DRIVE · SUITE #360 · SACRAMENTO, CA · 95833

Phone

(916) 993-4705

Industry

Real Estate

Plan administrator