Plan Snapshot
- Plan Sponsor: Green Clinic Management Company, LLC
- Sponsor EIN: 721473251
- Sponsor Address: 1200 S. FARMERVILLE STREET, RUSTON, LA, 71270
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $49.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $49.9M | $786,475 | $648,479 |
| 2023 | 278 | $56.2M | $1.2M | $892,079 |
| 2022 | 0 | $47.9M | $1.1M | $753,947 |
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 |
|---|---|---|---|---|
| HEARD, MCELROY AND VESTAL, LLC | Auditor | $8,837 | — | $8,837 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,837
- Estimated Expense Ratio: 0.018% 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 | $150,494 | $75,514 | — | $8,837 | — |
| 2023 | $142,709 | $72,319 | — | $7,850 | — |
| 2022 | $171,361 | — | $68,470 | — | $102,891 |