Plan Ledger DOL Form 5500 · updated monthly

Evergreen Recycling, LLC401(k)

EVERGREEN RECYCLING, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
1.14%

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

Evergreen Recycling, LLC reported $80,691 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,361 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 1 year on file its reported administrative ratio rose from 0.74% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,578th of 5,688), and 10,104th of 13,661 in manufacturing. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,127,476
Participants with balances268
Active participants358
Employer contributions$487,140
Employee contributions$787,097
Employer contribution per active participant$1,361
Average account balance$26,595
Benefits paid to participants$2,174,739
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history2
Yearassets · accounts · employer contribution
2024$7.1M · 268 accts · $487K emplr
2023$7.1M · 278 accts · $345K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,717
Investment management$174
Total administrative$80,691
The Evergreen Recycling, LLC 401(k) match · 2024
Employer contribution per active participant$1,361
Median for plans this size$1,313
2024$1,361 per active participant
2023$886 per active participant

Evergreen Recycling, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
ALLIANT INSURANCE SERVICES, INC.indirect comp

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

Administrative cost history2
2024$80,691 · 1.14%
2023$52,321 · 0.74%
Same employer
Similar plansManufacturing · Texas
Oscor Inc. TX$7.2M · 0.56%
Variosystems, Inc. TX$7.2M · 0.45%
The Letco Group, LLC TX$7.1M · 0.41%
Sphero, Inc. TX$7.1M · 0.34%
Panel Specialists, Inc. TX$6.9M · 0.76%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 863577980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.