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EVERGREEN FINANCIAL ASSOCIATES, LLC

EIN 27-0625958-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.6M assets
Welfare
0
Participants
2
8180 N. HAYDEN ROAD, SUITE D203 - SCOTTSDALE, AZ 85258480-951-6536
Plans on this EIN
1 filing
#001TraditionalDB-$3.6M - 2 part

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Retirement#001

EVERGREEN FINANCIAL ASSOCIATES, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.6M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERGREEN FINANCIAL ASSOCIATES, LLC DEFINED BENEFIT PLANTraditionalDB$3.6M22025
Retirement plans
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