Plan Snapshot
- Plan Sponsor: George & Lynch, INC.
- Sponsor EIN: 510356469
- Sponsor Address: 150 LAFFERTY LANE, DOVER, DE, 19901
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $20.6M
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 | 217 | $20.6M | $286,148 | $522,749 |
| 2023 | 175 | $21.4M | $282,173 | $478,598 |
| 2022 | 166 | $19.2M | $278,816 | $466,483 |
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 |
|---|---|---|---|---|
| FAW CASSON & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAW CASSON & CO., LLP — Auditor
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 | $112,601 | $55,401 | $5,131 | — | — |
| 2023 | $104,315 | $51,364 | $4,750 | — | — |
| 2022 | $103,866 | — | $98,967 | — | $4,899 |