Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERGREEN STRUCTURED SETTLEMENTS, INC.
EIN 46-5228612legal servicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 8 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#002
EVERGREEN STRUCTURED SETTLEMENTS, INC. CASH BALANCE PLAN
CashBalance
Assets$877K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EVERGREEN STRUCTURED SETTLEMENTS, INC. RETIREMENT SAVINGS PLAN
401k
Assets$326K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EVERGREEN STRUCTURED SETTLEMENTS, INC. CASH BALANCE PLAN | CashBalance | $877K | 4 | 2024 | |
| 001 | EVERGREEN STRUCTURED SETTLEMENTS, INC. RETIREMENT SAVINGS PLAN | 401k | $326K | 4 | 2024 |
Retirement plans