Plan Snapshot
- Plan Sponsor: George'S, INC.
- Sponsor EIN: 710439829
- Sponsor Address: 402 WEST ROBINSON AVENUE, SPRINGDALE, AR, 72764
- Plan Type: 401(k)
- Total Participants: 7,702
- Total Assets: $135.8M
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 | 7,702 | $135.8M | $7.0M | $10.1M |
| 2023 | 7,232 | $118.0M | $6.0M | $8.7M |
| 2022 | 5,618 | $96.9M | $6.2M | $9.1M |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $362,774 | — | $362,774 |
| FORVIS MAZARS, LLP | NONE | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $362,774
- Estimated Expense Ratio: 0.267% 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 | $362,773 | $43,779 | — | — | — |
| 2023 | $359,603 | $49,647 | — | $15,435 | — |
| 2022 | $347,763 | — | — | — | $347,763 |