Plan Ledger DOL Form 5500 · updated monthly

Evergreen Enterprises of Virginia, LLC401(k)

EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Evergreen Enterprises of Virginia, LLC reported $104,848 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,195 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 0.31% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 608th-largest of 2,266 plans among Virginia employers on file, and the 1,084th of 4,246 in wholesale trade. In 2024, employees put in $4.09 for every $1.00 the employer contributed; active participation has shrunk from 593 to 339 since 2022.

Plan summary
Net assets, end of year$38,102,982
Participants with balances420
Active participants339
Employer contributions$404,958
Employee contributions$1,654,339
Employer contribution per active participant$1,195
Average account balance$90,721
Benefits paid to participants$5,266,511
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.1M · 420 accts · $405K emplr
2023$37.7M · 533 accts · $507K emplr
2022$32.4M · 545 accts · $614K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,290
Investment management$33,558
Total administrative$104,848
The Evergreen Enterprises of Virginia, LLC 401(k) match · 2024
Employer contribution per active participant$1,195
Median for plans this size$2,416
2024$1,195 per active participant
2023$1,060 per active participant
2022$1,035 per active participant

Evergreen Enterprises of Virginia, LLC'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
ASCENSUS LLC · Loan processing · Recordkeeping$71,290
ONE DIGITAL INVESTMENT ADV. · Investment advisory (plan)$33,558

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$104,848 · 0.28%
2023$117,753 · 0.34%
2022$97,067 · 0.31%
Similar plansWholesale Trade · Virginia
Woodfin Heating, Inc. VA$43.1M · 0.23%
Exostar LLC VA$41.6M · 0.04%
Holtzman Oil Corp. VA$37.0M · 0.01%
Lombart Brothers, Inc. VA$34.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274242429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.