Plan Snapshot
- Plan Sponsor: Gregory Pharmaceutical Holdings, INC.
- Sponsor EIN: 522043017
- Sponsor Address: 501 5TH ST., BRISTOL, TN, 37620
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $13.2M
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 | 247 | $13.2M | $466,006 | $850,768 |
| 2023 | 247 | $11.3M | $258,239 | $803,716 |
| 2022 | 266 | $10.3M | $468,047 | $920,343 |
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 |
|---|---|---|---|---|
| BROWN,EDWARDS & COMPANY, LLP | Auditor | $19,535 | — | $19,535 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN,EDWARDS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,535
- Estimated Expense Ratio: 0.148% 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 | $87,995 | $45,089 | $23,371 | $19,535 | — |
| 2023 | $106,381 | — | $106,381 | — | — |
| 2022 | $91,605 | $53,625 | $21,837 | — | $16,143 |