Plan Ledger DOL Form 5500 · updated monthly

Evergreen Natural Resources LLC401(k)

EVERGREEN NATURAL RESOURCES 401(K) AND PROFIT SHARING PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.57%

Evergreen Natural Resources LLC reported $11,449 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. 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 0.64% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Colorado (1,263rd of 1,461), and 564th of 612 in mining, oil & gas extraction. active participation has shrunk from 181 to 135 since 2022.

Plan summary
Net assets, end of year$2,099,436
Participants with balances115
Active participants135
Employer contributions—
Employee contributions$286,880
Employer contribution per active participant—
Average account balance$18,256
Benefits paid to participants$415,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 115 accts
2023$1.9M · 159 accts
2022$1.4M · 191 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,449
Total administrative$11,449
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$19,615

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Evergreen Natural Resources LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$11,449 · 0.57%
2023$11,846 · 0.71%
2022$9,087 · 0.64%
Same employer
Similar plansMining, Oil & Gas Extraction · Colorado
J & a Services, LLC CO$5.7M · 1.73%
Trapper Mining, Inc. CO$5.1M · 0.44%
Noble Casing, Inc. CO$2.1M · 0.58%
Rev Energy Services, LLC CO$1.9M · 0.61%
Energera America, Inc. CO$1.2M · 1.49%
Enservco Corporation CO$892K · 0.80%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 611865850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.