Plan Ledger DOL Form 5500 · updated monthly

Eversana401(k)

EVERSANA 401(K) PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Eversana reported $499,289 in plan administrative expenses for 2024: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,585 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 0.23% to 0.16%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 19th-largest of 828 plans among Kansas employers on file, and the 762nd of 13,661 in manufacturing. In 2024, employees put in $2.59 for every $1.00 the employer contributed; active participation has grown from 2,108 to 3,647 since 2022.

Plan summary
Net assets, end of year$348,115,256
Participants with balances5,154
Active participants3,647
Employer contributions$13,074,081
Employee contributions$33,810,953
Employer contribution per active participant$3,585
Average account balance$67,543
Benefits paid to participants$38,046,845
Plan auditUnmodified (clean) audit opinion
AuditorREILLY, PENNER AND BENTON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$348.1M · 5,154 accts · $13.1M emplr
2023$289.8M · 5,154 accts · $11.6M emplr
2022$122.5M · 2,977 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$267,904
Investment management$231,376
Total administrative$499,289
The Eversana 401(k) match · 2024
Employer contribution per active participant$3,585
Median for plans this size$4,294
2024$3,585 per active participant
2023$3,414 per active participant
2022$1,680 per active participant

Eversana's 2024 employer contribution ran below the $4,294 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$267,904
PRIVATE ADVISOR GROUP LLC · Investment advisory (plan)$231,376

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$499,289 · 0.16%
2023$435,917 · 0.21%
2022$290,407 · 0.23%
Same employer
Similar plansManufacturing · Kansas
Avi Systems, Inc. KS$350.2M · 0.10%
Harcros Chemicals Inc. KS$288.1M · 0.00%
Huhtamaki Americas, Inc. KS$277.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391821626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.