# Evergreen Healthcare Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/evergreen-healthcare-partners-inc-401k-plan

> Evergreen Healthcare Partners, INC.'s 401(k) plan: 405 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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