Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERGREEN PARTNERS, INC.
EIN 22-3278266medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
17
802 W. PARK AVE., BLDG. 3, SUITE 301 - OCEAN TOWNSHIP, NJ 07712908-322-1100myevergreenpediatrics.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 17 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
EVERGREEN PARTNERS, INC. 401(K) PLAN
401k
Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVERGREEN PARTNERS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants8
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 | EVERGREEN PARTNERS, INC. 401(K) PLAN | 401k | $3.4M | 9 | 2024 | |
| 002 | EVERGREEN PARTNERS, INC. CASH BALANCE PLAN | CashBalance | $1.7M | 8 | 2025 |
Retirement plans