# Evergreen Retirement Community, INC. 401(k) Plan
Source: https://planprovider.pro/companies/evergreen-retirement-community-inc-401k-plan

> Evergreen Retirement Community, INC.'s 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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