Plan Snapshot
- Plan Sponsor: Evergreen North America Industrial Services
- Sponsor EIN: 760643898
- Sponsor Address: 704-C OLD UNDERWOOD RD., LA PORTE, TX, 77571
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,309
- Total Assets: $19.6M
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. |
|---|---|---|---|---|
| 2023 | 1,309 | $19.6M | $1.2M | $2.1M |
| 2022 | 840 | $15.2M | $911,173 | $1.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $130,808 | — | $130,808 |
| ALLIANT INSURANCE SERVICES, INC. | Investment Advisor | — | $54,916 | $54,916 |
| LOREN D. STARK COMPANY | Other Service Provider | — | $6,712 | $6,712 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,436
- Estimated Expense Ratio: 0.984% 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 |
|---|---|---|---|---|---|
| 2023 | $129,950 | — | $124,841 | — | — |
| 2022 | $104,738 | — | $104,738 | — | — |