Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE EVERGREEN CEMETERY ASSOCIATION
EIN 06-0337485non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
16
769 ELLA T. GRASSO BOULEVARD - NEW HAVEN, CT 06519203-624-5505evergreenfort.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE EVERGREEN CEMETERY ASSOCIATION PENSION PLAN
TraditionalDB
Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN
401k
Assets$811K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE EVERGREEN CEMETERY ASSOCIATION PENSION PLAN | TraditionalDB | $1.0M | 6 | 2025 | |
| 002 | EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN | 401k | $811K | 10 | 2024 |
Retirement plans