Plan Snapshot
- Plan Sponsor: Green Lincoln, INC.
- Sponsor EIN: 760734137
- Sponsor Address: 3760 SOUTH 6TH STREET, SPRINGFIELD, IL, 62703
- Plan Type: 401(k)
- Total Participants: 367
- Total Assets: $12.1M
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 | 367 | $12.1M | $241,142 | $964,327 |
| 2023 | 366 | $10.0M | $230,438 | $861,407 |
| 2022 | 456 | $8.4M | $231,057 | $924,599 |
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 |
|---|---|---|---|---|
| CRUMLY AND ASSOCIATES INCORPORATED, | NONE | $32,829 | — | $32,829 |
| AMERITAS LIFE INSURANCE CORP | NONE | $24,902 | — | $24,902 |
| SIKICH, LLC | NONE | $11,250 | — | $11,250 |
| SIKICH CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CRUMLY AND ASSOCIATES INCORPORATED, — NONE
- AMERITAS LIFE INSURANCE CORP — NONE
- SIKICH CPA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,981
- Estimated Expense Ratio: 0.569% 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 | $71,569 | $44,079 | $24,902 | — | — |
| 2023 | $66,493 | $26,065 | $23,951 | $8,722 | — |
| 2022 | $51,969 | $25,592 | $26,377 | — | — |