Evergreen Senior Management Llc 401(k) Plan: Login, Facts & Contact Information
Evergreen Senior Management Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Evergreen Senior Management Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 23, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.21 million went into the plan in contributions, $469,730 of it from the employer (39%).
- $1.42 million was paid out to participants.
- Investment and other income added $979,829.
- Administrative expenses were $92,372, about $222 per account.
How the Evergreen Senior Management Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 749 | $5.14 million | $446,282 | $950,152 |
| 2020 | 1,593 | $7.30 million | $543,005 | $432,635 |
| 2021 | 1,071 | $8.66 million | $454,353 | $748,997 |
| 2022 | 1,196 | $7.58 million | $492,499 | $792,498 |
| 2023 | 1,138 | $8.87 million | $423,574 | $1.12 million |
| 2024 | 1,173 | $9.54 million | $469,730 | $1.42 million |
Evergreen Senior Management Llc 401(k) Contact Information
Questions about the Evergreen Senior Management Llc 401(k)
Does Evergreen Senior Management Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $469,730, 39% of all contributions.
Does the Evergreen Senior Management Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Evergreen Senior Management Llc 401(k) plan?
1,173 participants at the start of plan year 2024, 833 of them active employees.
What is the average 401(k) balance at Evergreen Senior Management Llc?
About $22,944 per account: $9.54 million in plan assets across 416 accounts with a balance at the end of plan year 2024.
Who manages the Evergreen Senior Management Llc 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Evergreen Senior Management Llc. How do I access my 401(k)?
Your account stays with Empower 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.