Assets by plan
Share of aggregate retirement assets
Filings through .
Evergreen Consulting Group I, LLC
EIN 93-1273292management consultingLatest filing 2025
Plans
2
Retirement
2
$20.4M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EVERGREEN CONSULTING GROUP I, LLC CLOSED 401(K) RETIREMENT PLAN
401(k)
Assets$19.5M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EVERGREEN CONSULTING GROUP I, LLC OPEN 401(K) RETIREMENT PLAN
401(k)
Assets$891K
Participants56
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EVERGREEN CONSULTING GROUP I, LLC CLOSED 401(K) RETIREMENT PLAN | 401(k) | $19.5M | 101 | 2025 |
| #002 | EVERGREEN CONSULTING GROUP I, LLC OPEN 401(K) RETIREMENT PLAN | 401(k) | $891K | 56 | 2025 |
- #001 · 401(k) · 2025101
- #002 · 401(k) · 202556
Retirement plans