Plan Snapshot
- Plan Sponsor: The Evergreen Advantage Management, INC.
- Sponsor EIN: 270436160
- Sponsor Address: 1424 4TH STREET, SUITE 777, SANTA MONICA, CA, 90401
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $4.7M | $54,000 | $122,000 |
| 2023 | 4 | $4.3M | $54,000 | $108,000 |
| 2022 | 4 | $3.2M | $54,000 | $104,000 |