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  2. EVERGREEN TECHNOLOGY SERVICES, LLC
Sponsor portfolio

EVERGREEN TECHNOLOGY SERVICES, LLC

EIN 99-3559086-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
3
$1.3M assets
Welfare
0
Participants
9
500 WESTOVER DR, #31609 - SANFORD, NC 27330702-871-8535
Plans on this EIN
3 filings
#002CashBalance-$1.1M - 1 part#003401k-$145K - 7 part#001ProfitSharing-$59K - 1 part

Retirement portfolio analytics

3 plans aggregated / $1.3M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • GROUP RETIREMENT PLAN (#002)84%
  • NEXUS GROUP 401(K) (#003)11%
  • PROFIT SHARING PLAN (#001)5%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEXUS GROUP 401(K) (#003)7
  • GROUP RETIREMENT PLAN (#002)1
  • PROFIT SHARING PLAN (#001)1
Total 9Click 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#002

THE NEXUS GROUP RETIREMENT PLAN

CashBalance

Assets$1.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

THE NEXUS GROUP 401(K) PLAN

401k

Assets$145K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE NEXUS GROUP PROFIT SHARING PLAN

ProfitSharing

Assets$59K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE NEXUS GROUP RETIREMENT PLANCashBalance$1.1M12024
003THE NEXUS GROUP 401(K) PLAN401k$145K72025
001THE NEXUS GROUP PROFIT SHARING PLANProfitSharing$59K12025
Retirement plans
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