Plan Snapshot
- Plan Sponsor: Georges Family Pharmacy, INC.
- Sponsor EIN: 261399118
- Sponsor Address: 480 MAIN STREET, BROOKVILLE, IN, 47012
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $6.0M
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 | 175 | $6.0M | $275,729 | $435,314 |
| 2023 | 167 | $5.3M | $245,011 | $399,212 |
| 2022 | 150 | $4.0M | $223,226 | $375,948 |
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 |
|---|---|---|---|---|
| BRADY WARE & SCHOENFELD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY WARE & SCHOENFELD — 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 | $45,251 | — | $2,223 | — | — |
| 2023 | $38,428 | — | $1,550 | — | — |
| 2022 | $34,706 | — | — | — | $32,594 |