Plan Snapshot
- Plan Sponsor: Graves Gilbert Clinic PLLC
- Sponsor EIN: 610700826
- Sponsor Address: 201 PARK STREET, BOWLING GREEN, KY, 42102
- Plan Type: 401(k)
- Total Participants: 1,273
- Total Assets: $187.2M
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 | 1,273 | $187.2M | $6.4M | $4.6M |
| 2023 | 947 | $170.6M | $6.4M | $4.5M |
| 2022 | 918 | $147.1M | $6.0M | $4.3M |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM, LLC | 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 | $139,404 | — | — | — | — |
| 2023 | $120,280 | — | — | — | — |
| 2022 | $147,414 | — | — | — | — |