Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans 401(k) match, vesting and fees
What Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans: employer contribution per participant | $1,712 | |
| Peer median | $2,935 |
| Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans: average balance | $96,310 | |
| Peer median | $92,770 |
| Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $68.6M at the end of plan year 2021 to $60.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 657 | $60.9M | $1.1M | $1,712 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 871 | $58.6M | $781K | $927 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 897 | $56.2M | $916K | $1,065 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 1,033 | $68.6M | $2.6M | $2,675 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans match 401(k) contributions?
The match terms for the Security Plus Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $1,712 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans 401(k) match vested?
The vesting schedule for the Security Plus Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans.
I left Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans, (425) 974-8500) or the recordkeeper, Fidelity Investments Institutional. The Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans old 401(k) page lists the contacts from every plan filing. Find an old Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans 401(k)
Data from the public Form 5500 annual reports Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans. Not financial advice. Report a correction · Methodology