Evergreen Center, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Evergreen Center, INC.
  • Sponsor EIN: 042753469
  • Sponsor Address: 345 FORTUNE BOULEVARD, MILFORD, MA, 01757
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 286
  • Total Assets: $4.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023286$4.5M$0$454,422
2022264$3.7M$0$433,797

Similar Plans