Plan Snapshot
- Plan Sponsor: Evergreen Fire Alarms, LLC
- Sponsor EIN: 912041051
- Sponsor Address: 2111 SOUTH 90TH STREET, TACOMA, WA, 98444
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $9.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $9.0M | $435,173 | $766,307 |
| 2023 | 130 | $8.3M | $443,734 | $731,062 |
| 2022 | 130 | $6.6M | $400,923 | $658,889 |
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 |
|---|---|---|---|---|
| HAGEN, KURTH, PERMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAGEN, KURTH, PERMAN — 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 | $71,629 | $39,769 | — | — | — |
| 2023 | $57,344 | $34,130 | — | — | — |
| 2022 | $47,403 | — | — | — | $47,403 |