Evergreen Shipping Agency (America) 401(k) match, vesting and fees
What Evergreen Shipping Agency (America)'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Evergreen Shipping Agency (America): employer contribution per participant | $2,684 | |
| Peer median | $1,244 |
| Evergreen Shipping Agency (America): average balance | $345,174 | |
| Peer median | $40,518 |
| Evergreen Shipping Agency (America): admin expenses ÷ assets | 0.19% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $195M at the end of plan year 2021 to $198M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 575 | $198M | $1.5M | $2,684 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 598 | $187M | $1.5M | $2,488 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 588 | $165M | $1.5M | $2,493 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 585 | $195M | $1.5M | $2,535 | 0.22% | Not published | Form 5500 ↗ |
Other Evergreen Shipping Agency (America) plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ega 401(k) Profit Sharing Plan (Union)
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Ega Money Purchase Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Pkf O'Connor Davies, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Ega Money Purchase Pension Plan (Union)
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Evergreen Shipping Agency (America) match 401(k) contributions?
The match terms for the Ega 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $2,684 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evergreen Shipping Agency (America) 401(k) match vested?
The vesting schedule for the Ega 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evergreen Shipping Agency (America) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Evergreen Shipping Agency (America) Corporation.
I left Evergreen Shipping Agency (America). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evergreen Shipping Agency (America) Corporation, (201) 761-3116) or the recordkeeper, Empower Annuity Insurance Company O. The Evergreen Shipping Agency (America) old 401(k) page lists the contacts from every plan filing. Find an old Evergreen Shipping Agency (America) 401(k)
Data from the public Form 5500 annual reports Evergreen Shipping Agency (America) filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Evergreen Shipping Agency (America). Not financial advice. Report a correction · Methodology