Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERGREEN RETIREMENT PLAN CONSULTING, LLC
EIN 45-3480687financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
13
PO BOX 890 - MUKILTEO, WA 98275425-615-7999evergreen-retirement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 13 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 RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN
CashBalance
Assets$618K
Participants6
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 RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 7 | 2024 | |
| 002 | EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN | CashBalance | $618K | 6 | 2024 |
Retirement plans