How big is Evergreen and Oak, LLC's plan?

Evergreen and Oak, LLC's plan reported $135K in assets and 4 participants for 2024.

Original filing (PDF)20250630181453NAL0006704307001

Evergreen and Oak, LLC

Name: Evergreen and Oak, LLC — Evergreen and Oak, LLC, Form 5500 (2024)
Creator: Evergreen and Oak, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen and Oak, LLC Retirement Trust

401(k) retirement plan · Evergreen and Oak, LLC's Evergreen and Oak, LLC Retirement Trust held $135K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Plan Sponsor signed Evergreen and Oak, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 and Oak, LLC's EIN is 87-1157582.

EIN 87-1157582

Plan number 001

Plan year 2024

ACK ID 20250630181453NAL0006704307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evergreen and Oak, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evergreen and Oak, LLC'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 AND OAK, LLC.

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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