How big is Evergreen Advisors, LLC's plan?

Evergreen Advisors, LLC's plan reported $4.7M in assets and 6 participants for 2024.

Original filing (PDF)20250725144912NAL0003510771001

Evergreen Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Evergreen Advisors, LLC 401(k) Plan

401(k) retirement plan · Evergreen Advisors, LLC's Evergreen Advisors, LLC 401(k) Plan held $4.7M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Michael O'DONnell signed Evergreen Advisors, LLC's 2024 Form 5500 as plan administrator.

Michael O'DONnell — 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 Advisors, LLC's EIN is 80-0270035.

EIN 80-0270035

Plan number 001

Plan year 2024

ACK ID 20250725144912NAL0003510771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ADVISORS, 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