Steven Bowes signed Evergreen Private Wealth's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evergreen Private Wealth's EIN is 84-2354986.
Download the official 2024 Form 5500 (PDF) for Evergreen Private Wealth from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evergreen Private Wealth's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
