Plan Snapshot
- Plan Sponsor: Evergreen Security Trust Board Of Trustees
- Sponsor EIN: 910630779
- Sponsor Address: 12121 HARBOUR REACH DRIVE, STE 105, MUKILTEO, WA, 982755314
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,829
- Total Assets: $513,185
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,829 | $513,185 | $1.6M | $9,103 |
| 2023 | 2,713 | $478,627 | $1.4M | $9,603 |
| 2022 | 2,646 | $460,211 | $1.3M | $13,124 |
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 |
|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $29,847 | — | $29,847 |
| BROWN & BROWN OF WA DBA DIMARTINO | Other Service Provider | $29,122 | — | $29,122 |
| THE LAW OFFICES OF ROBERT A. BOHRER | Custodian / Trustee | $24,000 | — | $24,000 |
| DIGITAL INSURANCE, LLC | Other Service Provider | $22,561 | — | $22,561 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $17,550 | — | $17,550 |
| PARKER, SMITH & FEEK, INC. | Other Service Provider | $16,061 | — | $16,061 |
| PROPEL INSURANCE AGENCY, LLC | Other Service Provider | $8,081 | — | $8,081 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,222
- Estimated Expense Ratio: 28.688% 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 | $190,901 | — | $48,000 | $17,550 | — |
| 2023 | $178,693 | — | $48,000 | $16,640 | — |
| 2022 | $149,189 | — | $36,000 | — | $101,902 |