OpenERISA

Evergreen Advisors, LLC

Columbia, MD, 21044

EIN 52-2212903
Plans
1
Total participants
144
Filing years
2024, 2023, 2022, 2021
NAICS
523110
Plan sponsors in MarylandFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Evergreen Advisors, LLC Employee Savings Trust38
2023Form 5500-SF001Evergreen Advisors, LLC Employee Savings Trust39
2022Form 5500-SF001Evergreen Advisors, LLC Employee Savings Trust38
2021Form 5500-SF001Evergreen Advisors, LLC Employee Savings Trust29

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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