Plan Ledger DOL Form 5500 · updated monthly

Evergreen Health Group, LLC401(k)

EVERGREEN HEALTH GROUP, LLC 401(K) · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
3.41%

Evergreen Health Group, LLC reported $13,706 in plan administrative expenses for 2024: 3.41% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (5,500th of 5,688), and 11,461st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$401,868
Participants with balances154
Active participants126
Employer contributions—
Employee contributions$363,768
Employer contribution per active participant—
Average account balance$2,610
Benefits paid to participants$80,992
Plan auditUnmodified (clean) audit opinion
AuditorRILEY AND COMPANY
Plan history2
Yearassets · accounts · employer contribution
2025$0
2024$402K · 154 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,706
Total administrative$13,706
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$13,706

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

Administrative cost history2
2025Not separately reported
2024$13,706 · 3.41%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 842795435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.