Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERGREEN ADVISORS, LLC
EIN 80-0270035financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
8
1206 POINTE CENTRE DRIVE, SUITE 160 - CHATTANOOGA, TN 37421423-933-1828evergreenadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M 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#001
EVERGREEN ADVISORS, LLC 401(K) PLAN
401k
Assets$5.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$493K
Participants0
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 ADVISORS, LLC 401(K) PLAN | 401k | $5.7M | 8 | 2025 | |
| 002 | EVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN | CashBalance | $493K | 0 | 2025 |
Retirement plans