# Evergreen Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/evergreen-credit-union-401k-plan-001-6328

> Evergreen Credit Union's 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evergreen Credit Union

- **Sponsor EIN:** 010216328

- **Sponsor Address:** 225 RIVERSIDE STREET, PORTLAND, ME, 04104

- **Plan Type:** 401(k)

- **Total Participants:** 120

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|120|$12.0M|$496,915|$551,328|

| 2023|109|$10.0M|$460,768|$497,678|

| 2022|102|$7.6M|$439,898|$475,122|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$800|—|$800|—|—|

| 2023|$600|—|$600|—|—|

| 2022|$3,344|—|$3,344|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evergreen-credit-union-401k-plan-001-6328)

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