Plan Snapshot
- Plan Sponsor: Evergreen Healthcare Partners, INC.
- Sponsor EIN: 821415119
- Sponsor Address: 6720 FRANK LLOYD WRIGHT AVE STE 200, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $20.3M
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 | 405 | $20.3M | $1.2M | $3.8M |
| 2023 | 332 | $13.8M | $927,831 | $3.1M |
| 2022 | 288 | $8.6M | $714,041 | $2.3M |
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 |
|---|---|---|---|---|
| EDWARD JONES | RIA | $27,911 | — | $27,911 |
| PARK CAPITAL MANAGEMENT, LLC | RIA | $16,786 | — | $16,786 |
| VRAKAS ADVISORS LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,697
- Estimated Expense Ratio: 0.220% 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 | $106,193 | — | $52,351 | — | — |
| 2023 | $88,830 | $38,544 | $50,286 | — | — |
| 2022 | $58,966 | $27,948 | $31,018 | — | — |