Plan Ledger DOL Form 5500 · updated monthly

Er Senior Management, LLC401(k)

EVERGREEN SENIOR LIVING 401(K) PROFIT SHARING PLAN · ABILENE, TX · plan year 2022

Reported admin expense ratio · 2022
2.11%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Er Senior Management, LLC reported $19,420 in plan administrative expenses for 2022: 2.11% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,055 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,367th of 5,688), and 11,157th of 11,911 in health care & social assistance. In 2022, employees put in $9.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$707,382
Participants with balances95
Active participants22
Employer contributions$45,213
Employee contributions$425,143
Employer contribution per active participant$2,055
Average account balance$7,446
Benefits paid to participants$260,700
Plan auditUnmodified (clean) audit opinion
AuditorMULLINS CLEMMONS & MAYES, PLLC
Administrative expenses, itemized · 2022
Professional / advisory$19,420
Total administrative$19,420
The Er Senior Management, LLC 401(k) match · 2022
Employer contribution per active participant$2,055
Median for plans this size$331

Er Senior Management, LLC's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,420 · 2.11%
Similar plansHealth Care & Social Assistance · Texas
S.P.J.S.T. Rest Home TX$727K · 1.61%
Promise House, Inc. TX$659K · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473121222 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.