Original filing (PDF)20250502112041NAL0009454834001

EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP.

Name: EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP. — EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP. 401(K) PLAN, Form 5500 (2024)
Creator: EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP.

Form 5500-SF

FILING_RECEIVED

EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP. 401(K) PLAN

401(k) retirement plan

Active participants

109

Accounts w/ balance

102

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP..

Plan sponsor

Name

EVERGREEN RESIDENTIAL EMPLOYEE SERVICES CORP.

EIN

87-3367685

Address

1999 BRYAN ST, 13TH FLOOR · DALLAS, TX · 75201

Phone

(917) 327-5660

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

GENERATIONS ESCROW CORPORATION

GENERATIONS ESCROW CORPORATION 401(K) PLAN

$2.7M · 53 participants

FAR HORIZONS HOLDINGS LLC

FAR HORIZONS RETIREMENT PLAN

$2.7M · 22 participants

BEACON HILL INVESTMENTS INC

$2.7M · 8 participants

NORTH OAKS FARMS, INC.

NORTH OAKS COMPANY LLC RETIREMENT PLAN

$2.7M · 8 participants

OMNIVEST PROPERTIES, LLC

OMNIVEST PROPERTIES, LLC 401(K) PROFIT SHARING PLAN

$2.7M · 10 participants