Evergreen Real Estate Services Retirement Savings Plan
Sponsored by Evergreen Real Estate Services, Llc · EIN 364274778 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 485
- With balances
- 170
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $33,320 |
| Wintrust Investments, Llc | Investment advisory (plan) | $15,000 |