Plan Snapshot
- Plan Sponsor: Evergreen Enterprises Of Virginia, LLC
- Sponsor EIN: 274242429
- Sponsor Address: 5915 MIDLOTHIAN TURNPIKE, RICHMOND, VA, 23225
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $38.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 339 | $38.1M | $404,958 | $1.7M |
| 2023 | 478 | $37.7M | $506,562 | $2.1M |
| 2022 | 593 | $32.4M | $613,562 | $2.2M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $71,290 | — | $71,290 |
| ONE DIGITAL INVESTMENT ADV. | Recordkeeper | $33,558 | — | $33,558 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONE DIGITAL INVESTMENT ADV. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,848
- Estimated Expense Ratio: 0.275% of plan assets
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 | $104,848 | $33,558 | $71,290 | — | — |
| 2023 | $117,753 | $31,131 | $86,622 | — | — |
| 2022 | $97,067 | $30,245 | $66,822 | — | — |