# Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans 401(k) Plan
Source: https://planprovider.pro/companies/evergreen-moneysource-mortgage-company-dba-evergreen-home-loans-401k-plan

> Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans's 401(k) plan: 427 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evergreen-moneysource-mortgage-company-dba-evergreen-home-loans-401k-plan)

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