# Evergreen Alliance Golf Limited, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/evergreen-alliance-golf-limited-l-p-401k-plan

> Evergreen Alliance Golf Limited, L.P.'s 401(k) plan: 5,821 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evergreen Alliance Golf Limited, L.P.

- **Sponsor EIN:** 752798353

- **Sponsor Address:** 8343 DOUGLAS AVE, DALLAS, TX, 75225

- **Plan Type:** 401(k)

- **Total Participants:** 5,821

- **Total Assets:** $23.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|5,821|$23.7M|$1.3M|$4.3M|

| 2023|4,152|$17.5M|$1.0M|$3.4M|

| 2022|3,287|$10.8M|$0|$1.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$72,796|—|$72,796|

| RAYMOND JAMES FINANCIAL SERVICES|ADVISOR|$46,115|—|$46,115|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,911

- **Estimated Expense Ratio:** 0.503% 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|$118,911|$46,115|—|—|—|

| 2023|$116,038|$31,073|—|—|—|

| 2022|$99,282|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/evergreen-alliance-golf-limited-l-p-401k-plan)

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