Plan Ledger DOL Form 5500 · updated monthly

Everlane, Inc.401(k)

EVERLANE, INC. RETIREMENT TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Everlane, Inc. reported $64,836 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 fell from 1.16% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (6,021st of 9,483), and 3,048th of 5,215 in retail trade. active participation has shrunk from 428 to 285 since 2022.

Plan summary
Net assets, end of year$7,977,306
Participants with balances459
Active participants285
Employer contributions$0
Employee contributions$1,376,755
Employer contribution per active participant$0
Average account balance$17,380
Benefits paid to participants$1,807,895
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 459 accts
2023$7.4M · 406 accts
2022$6.5M · 361 accts · $990 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,216
Investment management$22,620
Total administrative$64,836
The Everlane, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Everlane, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20243
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$15,290
EMPOWER ADVISORY GROUP, LLC · Investment management$7,589

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$64,836 · 0.85%
2023$75,481 · 1.09%
2022$73,906 · 1.16%
Same employer
Similar plansRetail Trade · California
Sacramento Motorcars, LLC CA$8.2M · 1.13%
Puente Hills Hyundai, LLC CA$8.0M · 0.29%
Skybox Security, Inc. CA$8.0M · 0.04%
Stella & Dot, LLC CA$7.9M · 0.46%
Forma Brands, LLC CA$7.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900601878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.