Plan Snapshot
- Plan Sponsor: Curtis Green And Clay Green, INC.
- Sponsor EIN: 610709411
- Sponsor Address: 630 E NEW CIRCLE ROAD, LEXINGTON, KY, 40505
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 250 | $11.5M | $88,016 | $1.2M |
| 2023 | 238 | $9.5M | $80,096 | $1.1M |
| 2022 | 232 | $7.1M | $84,125 | $1.1M |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $98,651 | $36,336 | $62,315 | — | — |
| 2023 | $84,836 | $28,460 | $56,376 | — | — |
| 2022 | $79,578 | $27,458 | $52,120 | — | — |