Department of Labor filing

EVERGREEN REAL ESTATE SERVICES, LLC

EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

37filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$846

Reported employer contributions per active participant.

Higher than about 25% of comparable plans

#People in the filing

485

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$99 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 63% of comparable plans

↗Investment performance

Not available

Plan assets changed 29.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202437out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions25th percentileTypical peer $1,592 · based on 804 comparable plans

Lower reported administrative expense63rd percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, EVERGREEN REAL ESTATE SERVICES, LLC reported $410,492 in employer contributions across the plan and 485 active participants. That works out to $846 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy95%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 4.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 22.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context37/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $410,492
Participant contributions: $765,791
Other contributions: $196,762
Employer share of reported contributions: 34.9%
Beginning assets: $6,674,460
Ending assets: $8,609,778
Ending net assets: $8,609,778
Ending liabilities: $0
Total income: $2,407,451
Total expenses: $472,133
Administrative expenses: $48,320
Participant loans: $171,659

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$883

2023

$752

2024

$846

Plan-paid administrative expenses per participant

2022

$128

2023

$107

2024

$99

Active participants

2022

394

2023

445

2024

485

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$846	485	8.6M	20251013100145NAL0001664336001
2023	$752	445	6.7M	20241015153248NAL0048678608001
2022	$883	394	5.4M	20231012085429NAL0031438865001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 364274778-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2007
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2T3D

Current plan terms

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Filing ACK_ID20251013100145NAL0001664336001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗