Plan Ledger DOL Form 5500 · updated monthly

Evergreen Center, Inc.Profit-sharing plan

EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · MILFORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Evergreen Center, Inc. reported $1,349 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,338 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 rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Massachusetts (1,819th of 2,726), and 2,037th of 3,091 in educational services.

Plan summary
Net assets, end of year$10,968,665
Participants with balances462
Active participants215
Employer contributions$717,597
Employee contributions—
Employer contribution per active participant$3,338
Average account balance$23,742
Benefits paid to participants$904,911
Plan auditUnmodified (clean) audit opinion
AuditorLEONARD MULHERIN & GREENE P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 462 accts · $718K emplr
2023$10.3M · 467 accts · $736K emplr
2022$9.7M · 480 accts · $731K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,349
Total administrative$1,349
Employer contributions to the Evergreen Center, Inc. plan · 2024
Employer contribution per active participant$3,338
Median for plans this size$2,416
2024$3,338 per active participant
2023$3,660 per active participant
2022$3,567 per active participant

Evergreen Center, Inc.'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 · 20241
TIAA-TEACHERS INSURANCE AND ANNUITY · Contract administrator$1,949

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$1,349 · 0.01%
2023$3,103 · 0.03%
2022$275 · 0.00%
All plans at this employer2
EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN403(b)
Same employer
Similar plansEducational Services · Massachusetts
Little Sprouts, LLC MA$11.1M · 0.39%
Beverly School for the Deaf MA$10.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042753469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.