Plan Ledger DOL Form 5500 · updated monthly

Everest EB-5 Capital LLC401(k)

EVEREST EB-5 CAPITAL 401K · UPPER DARBY, PA · plan year 2022

Reported admin expense ratio · 2022
0.97%

Everest EB-5 Capital LLC reported $3,840 in plan administrative expenses for 2022: 0.97% of average plan assets, above the peer median. 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 management of companies employers. By assets it is among the smaller plans on file in Pennsylvania (3,576th of 3,651), and 767th of 786 in management of companies.

Plan summary
Net assets, end of year$453,176
Participants with balances46
Active participants252
Employer contributions—
Employee contributions$190,986
Employer contribution per active participant—
Average account balance$9,852
Benefits paid to participants$7,759
Plan auditUnmodified (clean) audit opinion
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$3,840 · 0.97%
Similar plansManagement of Companies · Pennsylvania
Byler Holdings, LLC PA$3.3M · 1.11%
Byler Holdings, LLC PA$2.3M · 0.91%
Kmi Holdings, Inc PA$2.2M · 1.03%
Frx Management Holdings PA$1.0M · 1.92%
W Holdings LLC CA$596K · 0.35%
Cpcm Holdings LLC NV$528K · 0.62%
Tru Luc Holding LLC OH$489K · 0.05%
Winwood Hospitality Group NC$472K · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465003588 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.