Plan Snapshot
- Plan Sponsor: Evergreen Ford
- Sponsor EIN: 861561207
- Sponsor Address: 1500 18TH AVE NW, ISSAQUAH, WA, 98027
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $6.2M
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 | 131 | $6.2M | $67,004 | $670,602 |
| 2023 | 130 | $6.9M | $74,926 | $749,319 |
| 2022 | 153 | $5.4M | $38,297 | $365,454 |
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 |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — 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 | $32,647 | $9,762 | — | — | — |
| 2023 | $40,977 | $5,337 | — | $12,550 | — |
| 2022 | $19,463 | — | — | — | — |