# Curtis Green And Clay Green, INC. 401(k) Plan
Source: https://planprovider.pro/companies/curtis-green-and-clay-green-inc-401k-plan

> Curtis Green And Clay Green, INC.'s 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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