# Ever.Ag, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dairy-llc-d-b-a-dairy-com-401k-plan

> Ever.Ag, LLC&#39;s 401(k) plan: 454 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/raymond-james-financial-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dairy-llc-d-b-a-dairy-com-401k-plan)

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