Plan Ledger DOL Form 5500 · updated monthly

Evergreen Fire Alarms, LLC401(k)

EVERGREEN FIRE ALARMS LLC 401(K) PROFIT SHARING PLAN · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

Evergreen Fire Alarms, LLC reported $71,629 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. Employer contributions averaged $3,626 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 0.69% to 0.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Washington (1,131st of 1,714), and the 1,070th of 2,534 in administrative & support services. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,968,376
Participants with balances174
Active participants120
Employer contributions$435,173
Employee contributions$766,307
Employer contribution per active participant$3,626
Average account balance$51,542
Benefits paid to participants$1,699,968
Plan auditUnmodified (clean) audit opinion
AuditorHAGEN, KURTH, PERMAN
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 174 accts · $435K emplr
2023$8.3M · 210 accts · $444K emplr
2022$6.6M · 198 accts · $401K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,872
Investment management$39,769
Total administrative$71,629
The Evergreen Fire Alarms, LLC 401(k) match · 2024
Employer contribution per active participant$3,626
Median for plans this size$1,313
2024$3,626 per active participant
2023$3,413 per active participant
2022$3,084 per active participant

Evergreen Fire Alarms, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20244
ALERA GROUP INC DBA ALERA INVESTMEN · Investment advisory (plan)$29,703
EMPOWER ADVISORY GROUP, LLC · Investment management$10,066
HUNTER BENEFITS CONSULTING GROUP INindirect comp

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$71,629 · 0.83%
2023$57,344 · 0.77%
2022$47,403 · 0.69%
Same employer
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Basin Disposal WA$11.4M · 0.62%
Zipstorm, Inc. WA$10.8M · 0.11%
North Forty Group, LLC WA$10.6M · 0.49%
Career Path Services WA$8.8M · 0.86%
Pay Plus Benefits Inc WA$8.6M · 0.79%
Sunshine Recyclers, Inc. WA$8.0M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912041051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.