EVERGREEN CAPITAL MGMT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

530

Total plan assets

$27.6M

Filings (rows)

Direct comp

$144K

Indirect comp

Showing only "EVERGREEN CAPITAL MGMT"

View all 3 variants aggregated →

EVERGREEN CAPITAL MANAGEMENT4 EVERGREEN CAPITAL MANAGEMENT L3 EVERGREEN CAPITAL MGMT2

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
THE RODERICK GROUP, INC. ARDMORE RODERICK 401(K) PLAN	CHICAGO, IL	Investment manager	289	$16.3M	$67K	$0
THE RODERICK GROUP, INC. ARDMORE RODERICK 4O1 (K) PLAN	CHICAGO, IL	Investment manager	241	$11.3M