Plan Snapshot
- Plan Sponsor: Evergreen Treatment Services
- Sponsor EIN: 910903529
- Sponsor Address: 1700 AIRPORT WAY SOUTH, SEATTLE, WA, 98134
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 316 | $13.0M | $533,733 | $1.5M |
| 2023 | 412 | $10.9M | $441,462 | $1.2M |
| 2022 | 302 | $8.3M | $364,974 | $1.0M |
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 ANNUIT INSURANCE COMPANY | RECORDKEEPER | $26,803 | — | $26,803 |
| BENSLER LLC | INVESTMENT ADVISOR | $23,910 | — | $23,910 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $23,802 | — | $23,802 |
| ASCENSUS HOLDINGS INC | THIRD PARTY A DMINISTRAT | $10,028 | — | $10,028 |
| EMPOWER ADVISORY GROUP, LLC | INVESTEMENT MANAGEMENT | $8,873 | — | $8,873 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,416
- Estimated Expense Ratio: 0.720% 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 | $118,049 | — | $118,049 | — | — |
| 2023 | $48,002 | — | $48,002 | — | — |
| 2022 | $35,745 | — | $35,745 | — | — |