Plan Snapshot
- Plan Sponsor: Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans
- Sponsor EIN: 911374387
- Sponsor Address: 15405 SE 37TH STREET, SUITE 200, BELLEVUE, WA, 98006
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $60.9M
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 | 427 | $60.9M | $1.1M | $3.3M |
| 2023 | 441 | $58.6M | $781,119 | $3.7M |
| 2022 | 578 | $56.2M | $915,732 | $5.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $131,855 | $39,182 | $300 | — | — |
| 2023 | $57,090 | — | — | — | — |
| 2022 | $44,376 | — | — | — | — |