Plan Ledger DOL Form 5500 · updated monthly

Evergreen Alliance Golf Limited, L.P.401(k)

ARCIS GOLF 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Evergreen Alliance Golf Limited, L.P. reported $118,911 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $231 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 0.87% to 0.58%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,802nd-largest of 5,688 plans among Texas employers on file, and the 377th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.23 for every $1.00 the employer contributed; active participation has grown from 3,287 to 5,821 since 2022.

Plan summary
Net assets, end of year$23,658,259
Participants with balances1,308
Active participants5,821
Employer contributions$1,342,116
Employee contributions$4,332,034
Employer contribution per active participant$231
Average account balance$18,087
Benefits paid to participants$2,261,521
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 1,308 accts · $1.3M emplr
2023$17.5M · 847 accts · $1.0M emplr
2022$10.8M · 487 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,796
Investment management$46,115
Total administrative$118,911
The Evergreen Alliance Golf Limited, L.P. 401(k) match · 2024
Employer contribution per active participant$231
Median for plans this size$2,416
2024$231 per active participant
2023$246 per active participant

Evergreen Alliance Golf Limited, L.P.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$72,796
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$46,115

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$118,911 · 0.58%
2023$116,038 · 0.82%
2022$99,282 · 0.87%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Houston Zoo, Inc. TX$28.2M · 0.43%
River Oaks Country Club TX$27.0M · 0.28%
Houston Ballet Foundation TX$23.0M · 0.19%
Dallas Zoo Management, Inc. TX$16.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752798353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.