Plan Snapshot
- Plan Sponsor: Ever.Ag, LLC
- Sponsor EIN: 752890244
- Sponsor Address: 4400 STATE HIGHWAY 121, LEWISVILLE, TX, 75056
- Plan Type: 401(k)
- Total Participants: 454
- Total Assets: $61.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 454 | $61.2M | $2.5M | $5.9M |
| 2023 | 433 | $47.2M | $2.0M | $4.5M |
| 2022 | 407 | $35.9M | $1.5M | $3.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | ADVISOR | $125,678 | — | $125,678 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $40,222 | — | $40,222 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,900
- Estimated Expense Ratio: 0.271% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $164,629 | $125,678 | — | — | — |
| 2023 | $126,053 | $94,925 | — | — | — |
| 2022 | $89,567 | $62 | — | — | — |