Plan Ledger DOL Form 5500 · updated monthly

Everbrite, LLC401(k)

EVERBRITE, LLC PROFIT SHARING PLAN · GREENFIELD, WI · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Everbrite, LLC reported $170,946 in plan administrative expenses for 2022: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $812 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.

Across the 2 years on file its reported administrative ratio fell from 0.31% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other manufacturing employers. By assets it is the 418th-largest of 1,936 plans among Wisconsin employers on file, and the 3,131st of 13,661 in manufacturing. In 2022, employees put in $5.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,414,404
Participants with balances899
Active participants578
Employer contributions$469,353
Employee contributions$2,385,499
Employer contribution per active participant$812
Average account balance$56,078
Benefits paid to participants$5,154,962
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.1M · 829 accts · $472K emplr
2023$50.0M · 861 accts · $470K emplr
2022$50.4M · 899 accts · $469K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$89,120
Investment management$81,826
Total administrative$170,946
The Everbrite, LLC 401(k) match · 2022
Employer contribution per active participant$812
Median for plans this size$3,449
2024$966 per active participant
2023$850 per active participant
2022$812 per active participant

Everbrite, LLC's 2022 employer contribution ran below the $3,449 median for plans its size, in the bottom 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 history3
2024$117,334 · 0.23%
2023$113,998 · 0.23%
2022$170,946 · 0.31%
All plans at this employer2
EVERBRITE, LLC PROFIT SHARING PLAN401(k)
THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Mason Companies, Inc WI$53.1M · 0.26%
Milwaukee Valve Co., LLC WI$52.5M · 0.26%
Paper Machinery Corporation WI$51.5M · 0.00%
Prent Corporation WI$49.4M · 0.23%
United Stars, Inc. WI$49.3M · 0.03%
Gilson, Inc. WI$49.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651164066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.