OpenERISA

Evergreen Advisors, LLC

Chattanooga, TN, 37421

EIN 80-0270035
Plans
2
Total participants
52
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Evergreen Advisors, LLC 401(K) Plan6
2024Form 5500-SF002Evergreen Advisors, LLC Cash Balance Pension Plan5
2023Form 5500-SF001Evergreen Advisors, LLC 401(K) Plan6
2023Form 5500-SF002Evergreen Advisors, LLC Cash Balance Pension Plan5
2022Form 5500-SF001Evergreen Advisors, LLC 401(K) Plan5
2022Form 5500-SF002Evergreen Advisors, LLC Cash Balance Pension Plan5
2021Form 5500-SF001Evergreen Advisors, LLC 401(K) Plan5
2021Form 5500-SF002Evergreen Advisors, LLC Cash Balance Pension Plan5
2020Form 5500-SF001Evergreen Advisors, LLC 401(K) Plan5
2020Form 5500-SF002Evergreen Advisors, LLC Cash Balance Pension Plan5

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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