Evergreen Advisors LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Evergreen Advisors LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $274,195 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$274,195
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$274,195
Filings
5
Plan sponsors
5
Plans
5
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Evergreen Advisors LLC
SponsorStatePlansReported compensation
W.L. Gore & Associates, Inc.DE1$140,000
Redwood-Slc Holdings, LLCTN1$71,156
Intersign CorporationTN1$35,562
Kci Technologies, Inc.MD1$15,400
Mckee Foods CorporationTN1$12,077

State footprint

Plans reporting Evergreen Advisors LLC are sponsored in TN (3), DE (1), MD (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
W.L. Gore & Associates, Inc.W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan2023$140,000not reported in the loaded dataset
Redwood-Slc Holdings, LLCSouthern Land Company Retirement Plan2023$71,156not reported in the loaded dataset
Intersign CorporationIntersign Corporation Profit Sharing Plan2023$35,562not reported in the loaded dataset
Kci Technologies, Inc.Kci Technologies, Inc. Employee Stock Ownership Plan2023$15,400not reported in the loaded dataset
Mckee Foods CorporationMckee Foods Retirement Plan2023$12,077not reported in the loaded dataset

Related Form 5500 pages