AUMdb

Evergreen Homes 403 B Plan

Sponsored by Evergreen Homes Inc. · EIN 251556760 · Plan #002

Total assets
$4.9M
Net assets
$4.9M
Active participants
159
With balances
84

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $1,381