Assets by plan
Share of aggregate retirement assets
Filings through .
Evergreen Cemetery Association
EIN 06-0337485non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Health & Benefits
0
Participants
22
769 ELLA T. GRASSO BOULEVARD - NEW HAVEN, CT 065190000203-624-5505evergreenfort.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 22 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN
401(k)
Assets$1.1M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE EVERGREEN CEMETERY ASSOCIATION PENSION PLAN
Traditional DB
Assets$1.0M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN | 401(k) | $1.1M | 16 | 2025 |
| #001 | THE EVERGREEN CEMETERY ASSOCIATION PENSION PLAN | Traditional DB | $1.0M | 6 | 2025 |
- #002 · 401(k) · 202516
- #001 · Traditional DB · 20256
Retirement plans