How big is Evergreen Strategy Group, Inc.'s plan?

Evergreen Strategy Group, Inc.'s plan reported $2.5M in assets and 24 participants for 2024.

Original filing (PDF)20250626115429NAL0012393824001

Evergreen Strategy Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Evergreen Strategy Group, Inc. 401(k) Plan

401(k) retirement plan · Evergreen Strategy Group, Inc.'s Evergreen Strategy Group, Inc. 401(k) Plan held $2.5M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Evergreen Strategy Group, Inc.'s EIN is 82-4396817.

EIN 82-4396817

Plan number 001

Plan year 2024

ACK ID 20250626115429NAL0012393824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen Strategy Group, Inc.'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 STRATEGY GROUP, INC..

Finding similar companies…

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