Plan Snapshot
- Plan Sponsor: The Evergreen School
- Sponsor EIN: 910756462
- Sponsor Address: 15201 MERIDIAN AVENUE N, SHORELINE, WA, 98133
- Plan Type: 403(b)
- Plan Number: 001
- 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. |
|---|---|---|---|---|
| 2024 | 122 | $31.2M | $591,614 | $973,664 |
| 2023 | 122 | $27.5M | $610,930 | $998,998 |
| 2022 | 116 | $23.6M | $571,411 | $939,477 |
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 |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Investment Advisor | $8,867 | — | $8,867 |
| TIAA | Recordkeeper | $6,365 | — | $6,365 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,232
- Estimated Expense Ratio: 0.049% 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 | $15,232 | — | $15,232 | — | — |
| 2023 | $10,412 | — | $10,412 | — | — |
| 2022 | $5,641 | — | $5,641 | — | — |