Plan Ledger DOL Form 5500 · updated monthly

Everest Group Holdings LLC401(k)

EVEREST GROUP HOLDINGS LLC 401(K) PLAN · WEXFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.62%

Everest Group Holdings LLC reported $51,748 in plan administrative expenses for 2024: 0.62% 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (2,478th of 3,651), and 1,230th of 2,096 in real estate & leasing. active participation has shrunk from 335 to 276 since 2022.

Plan summary
Net assets, end of year$8,379,705
Participants with balances95
Active participants276
Employer contributions—
Employee contributions$516,424
Employer contribution per active participant—
Average account balance$88,207
Benefits paid to participants$1,321,363
Plan auditUnmodified (clean) audit opinion
AuditorMCCALL SCANLON & TICE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 95 accts
2023$8.4M · 100 accts
2022$8.0M · 103 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,224
Investment management$31,524
Total administrative$51,748
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
JOHN HANCOCK USA · Recordkeeping · Investment management$1,296
WELLS FARGO ADVISORS LLC · Investment advisory (participants)$29,820
WILSHIRE ASSOCIATES, INC. · Investment advisory (participants)$1,704

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$51,748 · 0.62%
2023$48,637 · 0.59%
2022$45,135 · 0.59%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
Mlp Ventures Group PA$9.0M · 1.37%
Rp Management Inc PA$8.2M · 0.14%
Kaiserman Company, Inc. PA$8.1M · 0.42%
The Klein Company PA$8.0M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815423461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.