Plan Ledger DOL Form 5500 · updated monthly

Everett Group LLC401(k)

EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN · BRYANT, AR · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Everett Group LLC reported $111,039 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,510 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 0.66% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 153rd-largest of 456 plans among Arkansas employers on file, and the 1,477th of 5,215 in retail trade. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 254 to 311 since 2022.

Plan summary
Net assets, end of year$19,639,553
Participants with balances250
Active participants311
Employer contributions$780,609
Employee contributions$1,460,121
Employer contribution per active participant$2,510
Average account balance$78,558
Benefits paid to participants$1,116,887
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 250 accts · $781K emplr
2023$16.3M · 266 accts · $787K emplr
2022$13.4M · 258 accts · $771K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,258
Investment management$32,956
Audit (IQPA)$6,825
Total administrative$111,039
The Everett Group LLC 401(k) match · 2024
Employer contribution per active participant$2,510
Median for plans this size$2,416
2024$2,510 per active participant
2023$2,935 per active participant
2022$3,036 per active participant

Everett Group LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
INTRUST BANK, N.A. · Recordkeeping · Trustee (discretionary)$36,327
FIRST SECURITY BANK · Recordkeeping · Pension consulting$32,956
MILLIMAN, INC. · Recordkeeping · Pension consulting$29,940
FORVIS, LLP · Accounting / audit$6,825
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$4,991
CHARLES SCHWAB & CO., INC · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024FIRST SECURITY BANK, INTRUST BANK, N.A., Milliman
2023INTRUST BANK, N.A.

This plan has changed recordkeepers within these filings. If you left Everett Group LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$111,039 · 0.62%
2023$88,333 · 0.59%
2022$92,465 · 0.66%
Similar plansRetail Trade · Arkansas
Superior, Inc. AR$30.9M · 0.42%
The Winrock Group, Inc. AR$10.8M · 0.38%
Hays Food Town, Inc. AR$9.8M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205693520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.