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Original filing (PDF)20251015213545NAL0003025539001
EVERGREEN FORD
Form 5500
FILING_RECEIVED
EVERGREEN RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
131
Accounts w/ balance
136
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN FORD.
Plan sponsor
Name
EVERGREEN FORD
EIN
86-1561207
Address
1500 18TH AVE NW · ISSAQUAH, WA · 98027
Phone
(425) 507-1231
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $10K | — |
Investments
28 direct securities· $6.2M(100% of reported assets)
Uncategorized
$5.3M
27 holdings
Mutual Funds
$864K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity FID FDM IDX 2050 IPR | Mutual Funds | — | — | $864K | 14.0% | |
| Fidelity FID 500 INDEX | — | — | — | $775K | 12.6% | |
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $704K | 11.4% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $571K | 9.3% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $554K | 9.0% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $385K | 6.3% | |
| Fidelity FID LG CAP VAL IDX | — | — | — | $384K | 6.2% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $343K | 5.6% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $280K | 4.6% | |
| Notes Receivable from * Participants 4.25% to 9.50% - | — | — | — | $265K | 4.3% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $249K | 4.0% | |
| Fidelity FID FDM IDX 2020 IPR | — | — | — | $220K | 3.6% | |
| Fidelity FID LG CAP GR IDX | — | — | — | $163K | 2.6% | |
| Fidelity FID US BOND IDX | — | — | — | $90K | 1.5% | |
| Fidelity FID FDM IDX 2065 IPR | — | — | — | $78K | 1.3% | |
| Money Market Fund Vanguard Money Market Fund | — | — | — | $49K | 0.8% | |
| Fidelity FID GLB EX US IDX | — | — | — | $38K | 0.6% | |
| JP Morgan JPM LG CAP GROWTH R6 | — | — | — | $32K | 0.5% | |
| Fidelity FID FDM IDX 2015 IPR | — | — | — | $25K | 0.4% | |
| Fidelity FID SM CAP VAL IDX | — | — | — | $24K | 0.4% | |
| Fidelity FID REAL ESTATE IDX | — | — | — | $22K | 0.4% | |
| Putnam PUTN LG CAP VAL R6 | — | — | — | $13K | 0.2% | |
| Fidelity FID FDM IDX INC IPR | — | — | — | $8K | 0.1% | |
| Fidelity FID INFL PR BD IDX | — | — | — | $5K | <0.1% | |
| Fidelity FID SM CAP IDX | — | — | — | $4K | <0.1% | |
| Fidelity FID MID CAP IDX | — | — | — | $4K | <0.1% | |
| Fidelity FID MID CAP VAL IDX | — | — | — | $4K | <0.1% | |
| Fidelity FID EMRG MKTS IDX | — | — | — | $3K | <0.1% |
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