Plan Ledger DOL Form 5500 · updated monthly

Evers and Sons, Inc.401(k)

EVERS AND SONS, INC. 401(K) PLAN · CALDWELL, TX · plan year 2024

Reported admin expense ratio · 2024
1.82%

Evers and Sons, Inc. reported $25,487 in plan administrative expenses for 2024: 1.82% of average plan assets, higher than ~90% 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (5,126th of 5,688), and 4,996th of 5,337 in construction.

Plan summary
Net assets, end of year$1,403,903
Participants with balances589
Active participants630
Employer contributions—
Employee contributions$846,543
Employer contribution per active participant—
Average account balance$2,384
Benefits paid to participants$54,279
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,018
Investment management$2,469
Total administrative$25,487
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
STANDCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,991
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$2,469

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

Administrative cost history1
2024$25,487 · 1.82%
Same employer
Similar plansConstruction · Texas
Gibraltar US Inc. TX$1.5M · 0.09%
Mustang Plumbing, Inc. TX$1.5M · 2.21%
A.L. Helmcamp, Inc TX$1.4M · 0.23%
Jimmy Evans Company, LTD. TX$1.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742219798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.