# Evergreen Treatment Services 401(k) Plan
Source: https://planprovider.pro/companies/evergreen-treatment-services-401k-plan

> Evergreen Treatment Services's 401(k) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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