Plan Ledger DOL Form 5500 · updated monthly

Evensonbest, LLC401(k)

EVENSONBEST, LLC, 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

Evensonbest, LLC reported $14,808 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. 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.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,050th-largest of 5,648 plans among New York employers on file, and the 4,728th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$28,064,640
Participants with balances300
Active participants236
Employer contributions—
Employee contributions$1,983,250
Employer contribution per active participant—
Average account balance$93,549
Benefits paid to participants$1,272,191
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 300 accts
2023$23.8M · 279 accts
2022$19.4M · 279 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,808
Total administrative$14,808
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$3,559
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$14,808 · 0.06%
2023$10,130 · 0.05%
2022$5,954 · 0.03%
Same employer
Similar plansManufacturing · New York
Golden Artist Colors, Inc. NY$28.5M · 0.03%
Salient Corporation NY$28.3M · 0.04%
Kearney-National Inc. NY$27.5M · 0.21%
Wilen NY$27.4M · 0.15%
Innovation Associates, Inc. NY$27.3M · 0.19%
Ultrafab, Inc. NY$27.3M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133917122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.