Evergreen Moneysource Mortgage, Co. 401(k) Plan: Login, Facts & Contact Information
Evergreen Moneysource Mortgage, Co. 401(k) Login
222 former Evergreen Moneysource Mortgage, Co. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Evergreen Moneysource Mortgage, Co. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $6.13 million went into the plan in contributions, $1.08 million of it from the employer (18%).
- $11.0 million was paid out to participants.
- Investment and other income added $7.43 million.
- Administrative expenses were $131,855, about $209 per account.
How the Evergreen Moneysource Mortgage, Co. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 906 | $40.8 million | $1.60 million | $5.47 million |
| 2020 | 933 | $55.3 million | $2.44 million | $2.79 million |
| 2021 | 969 | $68.7 million | $2.57 million | $5.35 million |
| 2022 | 1,051 | $56.2 million | $915,732 | $8.35 million |
| 2023 | 897 | $58.6 million | $781,119 | $10.3 million |
| 2024 | 871 | $60.9 million | $1.08 million | $11.0 million |
Evergreen Moneysource Mortgage, Co. 401(k) Contact Information
Questions about the Evergreen Moneysource Mortgage, Co. 401(k)
Does Evergreen Moneysource Mortgage, Co contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.08 million, 18% of all contributions.
Does the Evergreen Moneysource Mortgage, Co 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Evergreen Moneysource Mortgage, Co 401(k) plan?
871 participants at the start of plan year 2024, 427 of them active employees, and 222 former employees who still had money in the plan.
What is the average 401(k) balance at Evergreen Moneysource Mortgage, Co?
About $96,310 per account: $60.9 million in plan assets across 632 accounts with a balance at the end of plan year 2024.
Who manages the Evergreen Moneysource Mortgage, Co 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Evergreen Moneysource Mortgage, Co. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.