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Original filing (PDF)20250924112736NAL0008578400001
EVERGREEN TREATMENT SERVICES
Form 5500
FILING_RECEIVED
EVERGREEN TREATMENT SERVICES 403(B) PLAN
403(b) retirement plan
Active participants
316
Accounts w/ balance
389
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — 148% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN TREATMENT SERVICES.
Plan sponsor
Name
EVERGREEN TREATMENT SERVICES
EIN
91-0903529
Address
1700 AIRPORT WAY SOUTH · SEATTLE, WA · 98134
Phone
(206) 223-3644
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUIT INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENSLER LLC | — | BELLEVUE, WA | INVESTMENT ADVISOR | $24K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC | — | SAN DIEGO, CA | THIRD PARTY A DMINISTRAT | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTEMENT MANAGEMENT | $9K | — |
Investments
25 direct securities· $13.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX RETIREMENT K Registered Investment Company | — | — | — | $1.7M | 12.9% | |
| BLACKROCK LIFEPATH INDEX 2040 K Registered Investment Company | — | — | — | $1.6M | 12.5% | |
| BLACKROCK LIFEPATH INDEX 2030 K Registered Investment Company | — | — | — | $1.4M | 10.8% | |
| BLACKROCK LIFEPATH INDEX 2055 K Registered Investment Company | — | — | — | $1.2M | 8.9% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $1.0M | 8.1% | |
| BLACKROCK LIFEPATH INDEX 2045 K Registered Investment Company | — | — | — | $632K | 4.9% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $622K | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2050 K Registered Investment Company | — | — | — | $596K | 4.6% | |
| BLACKROCK LIFEPATH INDEX 2035 K Registered Investment Company | — | — | — | $490K | 3.8% | |
| BLACKROCK LIFEPATH INDEX 2060 K Registered Investment Company | — | — | — | $486K | 3.8% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $412K | 3.2% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $361K | 2.8% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $350K | 2.7% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 Registered Investment Company | — | — | — | $318K | 2.4% | |
| EMPOWER GUARANTEED INTEREST FUND Guaranteed Investment Contract | — | — | — | $313K | 2.4% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $287K | 2.2% | |
| LOOMIS SAYLES CORE PLUS BOND N Registered Investment Company | — | — | — | $280K | 2.2% | |
| JPMORGAN INCOME R6 Registered Investment Company | — | — | — | $259K | 2.0% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $227K | 1.7% | |
| VIRTUS DUFF & PHELPS REAL ESTATE SEC R6 Registered Investment Company | — | — | — | $152K | 1.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY K Registered Investment Company | — | — | — | $101K | 0.8% | |
| HARTFORD DIVIDEND AND GROWTH R6 Registered Investment Company | — | — | — | $73K | 0.6% | |
| MFS NEW DISCOVERY VALUE R6 Registered Investment Company | — | — | — | $61K | 0.5% | |
| AMERICAN CENTURY MID CAP VALUE R6 Registered Investment Company | — | — | — | $37K | 0.3% | |
| AB SMALL CAP GROWTH Z Registered Investment Company | — | — | — | $11K | <0.1% |