Plan Ledger DOL Form 5500 · updated monthly

Evervet Operations, LLC401(k)

EVERVET 401(K) RETIREMENT PLAN · WEST CONSHOHOCKEN, PA · plan year 2024

Reported admin expense ratio · 2024
1.16%

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

Evervet Operations, LLC reported $121,806 in plan administrative expenses for 2024: 1.16% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,007 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 0.30% to 1.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,006th of 3,651), and 7,050th of 11,654 in professional & technical services. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,160,185
Participants with balances727
Active participants660
Employer contributions$1,324,605
Employee contributions$2,498,414
Employer contribution per active participant$2,007
Average account balance$18,102
Benefits paid to participants$734,909
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$13.2M · 727 accts · $1.3M emplr
2023$7.8M · 739 accts · $980K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,206
Total administrative$121,806
The Evervet Operations, LLC 401(k) match · 2024
Employer contribution per active participant$2,007
Median for plans this size$2,416
2024$2,007 per active participant
2023$1,744 per active participant

Evervet Operations, LLC's 2024 employer contribution ran below the $2,416 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 · 20244
VALLEY FORGE INVESTMENT CONSULTANTS · Investment advisory (plan)$39,160
THE MANDMARBLESTNE GROUP LLC · Consulting$6,168
EMPOWER ADVISORY GROUP · Investment management$3,040

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$121,806 · 1.16%
2023$23,137 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
M.J. McTish & Associates PA$13.6M · 0.18%
Crompco LLC PA$13.2M · 0.29%
Dawood Engineering Inc PA$12.8M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851152420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.