Plan Ledger DOL Form 5500 · updated monthly

Forever Orange, LLC401(k)

FOREVER ORANGE 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Forever Orange, LLC reported $15,865 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. Employer contributions averaged $584 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 rose from 0.26% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,924th of 5,688), and 899th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.26 for every $1.00 the employer contributed; active participation has grown from 337 to 418 since 2022.

Plan summary
Net assets, end of year$5,529,938
Participants with balances522
Active participants418
Employer contributions$244,146
Employee contributions$796,769
Employer contribution per active participant$584
Average account balance$10,594
Benefits paid to participants$799,932
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 522 accts · $244K emplr
2023$4.6M · 477 accts · $190K emplr
2022$3.8M · 407 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,865
Total administrative$15,865
The Forever Orange, LLC 401(k) match · 2024
Employer contribution per active participant$584
Median for plans this size$1,313
2024$584 per active participant
2023$495 per active participant
2022$540 per active participant

Forever Orange, LLC'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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$25,107

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Forever Orange, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,865 · 0.31%
2023$11,925 · 0.28%
2022$9,958 · 0.26%
Same employer
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USA Cinema Services LLC TX$4.7M · 0.37%
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Source: U.S. Department of Labor, Form 5500 series, EIN 475378023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.