Plan Snapshot
- Plan Sponsor: Evergreen Recycling, LLC
- Sponsor EIN: 863577980
- Sponsor Address: 9 GREENWAY PLAZA, SUITE 2400, HOUSTON, TX, 77046
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 358 | $7.1M | $487,140 | $787,097 |
| 2023 | 389 | $7.1M | $344,775 | $608,490 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $80,512 | — | $80,512 |
| ALLIANT INSURANCE SERVICES, INC. | SERVICE PROVIDER | — | $40,000 | $40,000 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,512
- Estimated Expense Ratio: 1.691% 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 | $80,691 | $174 | $78,717 | — | — |
| 2023 | $52,321 | $12 | $50,909 | — | — |