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"

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EVERGREEN CAPITAL MANAGEMENT4 EVERGREEN CAPITAL MANAGEMENT L3 EVERGREEN CAPITAL MGMT2

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Roderick Group, Inc. Ardmore Roderick 401(k) Plan · all filings	CHICAGO, IL	Investment manager	289	$16.3M	$67K	$0
The Roderick Group, Inc. Ardmore Roderick 4O1 (K) Plan · all filings	CHICAGO, IL	Investment manager	241	$11.3M	$77K	$0