Plan Snapshot
- Plan Sponsor: Evergreen Living Innovations INC.
- Sponsor EIN: 742857475
- Sponsor Address: 11875 SOUTH SUNSET DRIVE, OLATHE, KS, 66061
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $3.9M
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 | 84 | $3.9M | $183,928 | $348,497 |
| 2023 | 130 | $3.5M | $161,963 | $338,551 |
| 2022 | 121 | $2.9M | $144,190 | $293,022 |
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 |
|---|---|---|---|---|
| BLAND & ASSOCAITES, P.C. | Auditor | — | — | $0 |
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 | $29,230 | $12,392 | $9,566 | — | — |
| 2023 | $25,356 | $10,971 | $9,034 | — | — |
| 2022 | $28,703 | $10,389 | $16,839 | — | $1,475 |