How big is Evergreen Advisors, LLC's plan?

Evergreen Advisors, LLC's plan reported $493K in assets for 2025.

Original filing (PDF)20260514122837NAL0007407555001

Evergreen Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Evergreen Advisors, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Evergreen Advisors, LLC's Evergreen Advisors, LLC Cash Balance Pension Plan reported $493K in plan assets in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$493K

Net assets (EOY)

$493K

People on this filing

James H. Place signed Evergreen Advisors, LLC's 2025 Form 5500 as plan administrator.

James H. Place — 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 002

Plan year 2025

ACK ID 20260514122837NAL0007407555001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Evergreen Advisors, 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 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off