How big is Evergreen Collaborative's plan?

Evergreen Collaborative's plan reported $1.2M in assets and 21 participants for 2025.

Original filing (PDF)20260429221239NAL0011483121099

Evergreen Collaborative

Name: Evergreen Collaborative — Evergreen Collaborative, Form 5500 (2025)
Creator: Evergreen Collaborative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Collaborative 401(k) Plan

401(k) retirement plan · Evergreen Collaborative's Evergreen Collaborative 401(k) Plan held $1.2M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Elantha Barry signed Evergreen Collaborative's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Collaborative's EIN is 86-1741610.

EIN 86-1741610

Plan number 001

Plan year 2025

ACK ID 20260429221239NAL0011483121099

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Evergreen Collaborative from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Evergreen Collaborative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 COLLABORATIVE.

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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