Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERGREEN CONSULTING GROUP I, LLC
EIN 93-1273292management consultingLatest filing 2025
Plans
2
Retirement
2
$20.4M assets
Welfare
0
Participants
157
14845 SW MURRAY SCHOLLS DRIVE, SUITE 110, PMB #513 - BEAVERTON, OR 97007503-858-2245evergreen-cg.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.4M assets / 157 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 CONSULTING GROUP I, LLC CLOSED 401(K) RETIREMENT PLAN
401k
Assets$19.5M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVERGREEN CONSULTING GROUP I, LLC OPEN 401(K) RETIREMENT PLAN
401k
Assets$891K
Participants56
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 CONSULTING GROUP I, LLC CLOSED 401(K) RETIREMENT PLAN | 401k | $19.5M | 101 | 2025 | |
| 002 | EVERGREEN CONSULTING GROUP I, LLC OPEN 401(K) RETIREMENT PLAN | 401k | $891K | 56 | 2025 |
Retirement plans