Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERGREEN TEAM INSURANCE MARKE
EIN 81-2122533Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$1.2M assets
Welfare
0
Participants
14
29800 AGOURA RD, SUITE 104 - AGOURA HILLS, CA 91301818-309-2920
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.2M assets / 14 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#003
EVERGREEN TEAM INSURANCE MARKETING, LLC CASH BALANCE PLAN
CashBalance
Assets$897K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVERGREEN TEAM INSURANCE MARKETING, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$186K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EVERGREEN TEAM INSURANCE MARKE 401(K) PROFIT SHARING PLAN AND T
401k
Assets$154K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EVERGREEN TEAM INSURANCE MARKETING, LLC CASH BALANCE PLAN | CashBalance | $897K | 2 | 2025 | |
| 002 | EVERGREEN TEAM INSURANCE MARKETING, LLC PROFIT SHARING PLAN | ProfitSharing | $186K | 6 | 2025 | |
| 001 | EVERGREEN TEAM INSURANCE MARKE 401(K) PROFIT SHARING PLAN AND T | 401k | $154K | 6 | 2025 |
Retirement plans