Plan Ledger DOL Form 5500 · updated monthly

Evergreen Refrigeration, LLC401(k)

EVERGREEN REFRIGERATION 401(K) PROFIT SHARING PLAN · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.92%

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

Evergreen Refrigeration, LLC reported $39,714 in plan administrative expenses for 2022: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,587 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Washington (1,410th of 1,714), and 4,177th of 5,337 in construction. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,201,104
Participants with balances79
Active participants107
Employer contributions$276,860
Employee contributions$511,536
Employer contribution per active participant$2,587
Average account balance$53,179
Benefits paid to participants$277,327
Plan auditUnmodified (clean) audit opinion
AuditorPETERSEN CPAS AND ADVISORS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$39,714
Total administrative$39,714
The Evergreen Refrigeration, LLC 401(k) match · 2022
Employer contribution per active participant$2,587
Median for plans this size$1,114

Evergreen Refrigeration, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$39,714 · 0.92%
Same employer
Similar plansConstruction · Washington
Timberland, Inc. WA$4.3M · 0.71%
Kirby Electric, Inc. WA$4.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760798146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.