Plan Snapshot
- Plan Sponsor: Evergreen Real Estate Services, LLC
- Sponsor EIN: 364274778
- Sponsor Address: 566 W. LAKE ST., SUITE 400, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 485
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 485 | $8.6M | $410,492 | $765,791 |
| 2023 | 445 | $6.7M | $334,808 | $656,769 |
| 2022 | 394 | $5.4M | $347,779 | $657,553 |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN 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 | $48,320 | $15,000 | — | — | — |
| 2023 | $47,569 | — | $32,569 | — | — |
| 2022 | $49,113 | $15,000 | $34,113 | — | — |