# The Evergreen School 403(b) Plan
Source: https://planprovider.pro/companies/the-evergreen-school-910756462-001

> The Evergreen School's 403(b) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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