Plan Snapshot
- Plan Sponsor: Evergreen Senior Management LLC
- Sponsor EIN: 463140763
- Sponsor Address: 660 SENTRY PARKWAY. SUITE 220, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 833
- Total Assets: $9.5M
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. |
|---|---|---|---|---|
| 2024 | 833 | $9.5M | $469,730 | $729,594 |
| 2023 | 791 | $8.9M | $423,574 | $681,593 |
| 2022 | 768 | $7.6M | $492,499 | $690,195 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $92,372 | — | $92,372 | — | — |
| 2023 | $71,595 | — | $71,595 | — | — |
| 2022 | $50,250 | — | — | — | $50,250 |