EVERGREEN TEAM INSURANCE MARKETING, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
0
Plan assets (EOY)
$83K
Net assets (EOY)
$83K
Plan health score
Above-average plan
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
6
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVERGREEN TEAM INSURANCE MARKETING, LLC.
Plan sponsor
Name
EVERGREEN TEAM INSURANCE MARKETING, LLC
EIN
81-2122533
Address
29800 AGOURA ROAD, SUITE 104 · AGOURA HILLS, CA · 91301
Phone
(818) 309-2920
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
PINNACLE PLAN DESIGN, LLC
EIN
20-3970947
City
TUCSON, AZ
Phone
(520) 618-1305
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
