AUMdb

Evergreen Living Innovations, Inc. 401 K Retirement Plan

Sponsored by Evergreen Living Innovations Inc. · EIN 742857475 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
84
With balances
134

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Qualified Plan Advisory, Llc CRD 135324 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $14,960
Qualified Plan Advisors Investment advisory (plan), Direct payment from the plan $12,392