How big is Evergreen Education Group's plan?

Evergreen Education Group's plan reported $725K in assets and 5 participants for 2022.

Original filing (PDF)20230615125305NAL0038621809001

Evergreen Education Group

Name: Evergreen Education Group — Evergreen Education, Form 5500 (2022)
Creator: Evergreen Education Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Education Group 401(k) P/S Plan

401(k) retirement plan · Evergreen Education Group's Evergreen Education Group 401(k) P/S Plan held $725K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

People on this filing

Lauren Vashaw signed Evergreen Education Group's 2022 Form 5500 as plan administrator.

Lauren Vashaw — 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 Education Group's EIN is 84-1557506.

EIN 84-1557506

Plan number 001

Plan year 2022

ACK ID 20230615125305NAL0038621809001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Evergreen Education Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Evergreen Education Group's plan includes ERISA 404(c) participant direction, profit-sharing, 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 EDUCATION GROUP.

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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 (93rd percentile).

Plan sponsor

Name

EVERGREEN EDUCATION GROUP

EIN

all filings

Address

700 MAIN AVENUE, SUITE E · DURANGO, CO · 81301

Phone

(616) 340-8066

Industry

Educational Services

Plan administrator