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Sponsor portfolio

EVERGLADE CONSULTING, LLC

EIN 85-2776409-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
40
2700 POST OAK BLVD., 21ST FLOOR - HOUSTON, TX 77056202-869-1018
Plans on this EIN
2 filings
#001401k-$1.7M - 26 part#002CashBalance-$382K - 14 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)26
  • CASH BALANCE PLAN (#002)14
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EVERGLADE CONSULTING 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EVERGLADE CONSULTING CASH BALANCE PLAN

CashBalance

Assets$382K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EVERGLADE CONSULTING 401(K) PROFIT SHARING PLAN401k$1.7M262025
002EVERGLADE CONSULTING CASH BALANCE PLANCashBalance$382K142024
Retirement plans
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