Plan Snapshot
- Plan Sponsor: George'S, INC.
- Sponsor EIN: 710685204
- Sponsor Address: PO DRAWER G, SPRINGDALE, AR, 727652030
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 4,395
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,395 | $2.5M | $16.5M | $11.4M |
| 2023 | 4,294 | $3.6M | $16.5M | $10.8M |
| 2022 | 3,928 | $2.1M | $18.8M | $8.9M |
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 |
|---|---|---|---|---|
| BCBS ADMIN | Other Service Provider | $1,559,324 | — | $1,559,324 |
| BENEFITMALL | Other Service Provider | $1,298,135 | — | $1,298,135 |
| CVS/CAREMARK | Other Service Provider | $550,815 | — | $550,815 |
| MCGRIFF | Other Service Provider | $469,973 | — | $469,973 |
| LANTERN | Other Service Provider | $356,098 | — | $356,098 |
| SELERIX | Other Service Provider | $257,393 | — | $257,393 |
| LIVONGO | Other Service Provider | $151,744 | — | $151,744 |
| MANA FAMILY MEDICINE | Other Service Provider | $25,538 | — | $25,538 |
| WEX | ERISA Attorney | $14,654 | — | $14,654 |
| ACCESS FAMILY CARE | Other Service Provider | $5,425 | — | $5,425 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEX — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,689,099
- Estimated Expense Ratio: 189.016% 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 | $3,585,366 | — | $3,585,366 | — | — |
| 2023 | $3,428,310 | — | $3,414,733 | $13,577 | — |
| 2022 | $2,381,881 | — | $2,284,498 | — | $43,440 |