# The Evergreen School 401(k) Plan
Source: https://planprovider.pro/companies/the-evergreen-school-401k-plan

> The Evergreen School's 401(k) plan: 122 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Evergreen School

- **Sponsor EIN:** 910756462

- **Sponsor Address:** 15201 MERIDIAN AVENUE N, SHORELINE, WA, 98133

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $31.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2025|122|$31.2M|$0|$0|

| 2024|122|$27.5M|$0|$0|

| 2023|116|$23.6M|$0|$0|

## 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|

| GREENWOOD OHLUND, PS|Auditor|—|—|$0|

## 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|

| 2025|$15,232|—|$15,232|—|—|

| 2024|$10,412|—|$10,412|—|—|

| 2023|$5,641|—|$5,641|—|—|

## Similar Plans

- [Medbridge, INC.](https://planprovider.pro/companies/medbridge-inc-401k-plan) — 125 participants

- [Villa Academy](https://planprovider.pro/companies/villa-academy-401k-plan) — 112 participants

- [Perry Technical Institute](https://planprovider.pro/companies/perry-technical-institute-401k-plan) — 110 participants

- [Eastside Catholic School](https://planprovider.pro/companies/eastside-catholic-school-401k-plan) — 134 participants

- [French-American School Of Puget Sound](https://planprovider.pro/companies/french-american-school-of-puget-sound-403b-plan) — 110 participants

- [University Child Development School](https://planprovider.pro/companies/university-child-development-school-403b-plan) — 108 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-evergreen-school-401k-plan)

© 2026 PlanProvider.Pro