EVERGREEN ADVISORS, LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #1881 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2197
Fees received$303,206Median $42,181/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical EVERGREEN ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where EVERGREEN ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $67,853 | |
Valuation (appraisals, etc.)Code 34 | 2 | $76,000 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $15,500 |
Competitor overlap
Percent of EVERGREEN ADVISORS, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under EVERGREEN ADVISORS, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under EVERGREEN ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
W.L. GORE & ASSOCIATES, INC.DE · 510083365-002 | $2.4B | 10,373 | $140,000 | 5y | - |
KCI TECHNOLOGIES, INC.MD · 521604386-001 | $392M | 2,074 | $15,500 | 3y | - |
REDWOOD-SLC HOLDINGS, LLCTN · 863529899-001 | $33M | 686 | $93,525 | 2y | - |
INTERSIGN CORPORATIONTN · 621327520-001 | $13M | 237 | $42,181 | 8y | - |
OSBORN & BARR COMMUNICATIONS, INC.MO · 431480127-002 | $3M | 230 | $12,000 | 4y | - |
Flag exposure
60.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into EVERGREEN ADVISORS, LLC.
- EVERGREEN
- EVERGREEN ADVISORS
- EVERGREEN ADVISORS LLC
- EVERGREEN ADVISORS, INC
- EVERGREEN ADVISORS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for EVERGREEN ADVISORS, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with EVERGREEN ADVISORS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent