Sponsor portfolio
EVERGREEN AND OAK, LLC
EIN 87-1157582public relations and communicationsLatest filing 2025
Plans
1
Retirement
1
$226K assets
Welfare
0
Participants
5
3505 BARTLETT CIRCLE - HILLSBOROUGH, NC 27278252-467-5220evergreenandoak.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERGREEN AND OAK, LLC RETIREMENT TRUST | 401k | $226K | 5 | 2025 |
Retirement plans