Plan Snapshot
- Plan Sponsor: Evergreen Retirement Community, INC.
- Sponsor EIN: 391081800
- Sponsor Address: 1130 NORTH WESTFIELD STREET, OSHKOSH, WI, 549021720
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 326 | $12.2M | $400,678 | $496,504 |
| 2023 | 297 | $11.8M | $317,591 | $412,681 |
| 2022 | 384 | $11.6M | $343,479 | $414,925 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $51,861 | — | $51,861 |
| OSAIC WEALTH INC. | INVESTMENT ADVISOR | $20,865 | — | $20,865 |
| MAP RETIREMENT, INC. | CONTRACT ADMIN | $6,767 | $8,490 | $15,257 |
| QUANDT BERNDT AND COMPANY LLC | AUDITOR | $9,500 | — | $9,500 |
| FSC SECURITIES | OTHER | $6,587 | — | $6,587 |
| QBCO ASSURANCE, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,070
- Estimated Expense Ratio: 0.854% 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 |
|---|---|---|---|---|---|
| 2024 | $58,665 | — | $58,665 | — | — |
| 2023 | $68,399 | — | $62,680 | — | — |
| 2022 | $90,825 | — | $90,825 | — | — |