Plan Snapshot
- Plan Sponsor: Hollar & Greene Produce Company, INC
- Sponsor EIN: 561085600
- Sponsor Address: 230 CABBAGE ROW, BOONE, NC, 28607
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 65
- Total Assets: $47,964
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 65 | $47,964 | $0 | $0 |
| 2024 | 74 | $28,684 | $1.4M | $137,767 |
| 2023 | 68 | $255,145 | $1.1M | $134,735 |
| 2022 | 57 | $29,740 | $856,085 | $116,727 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $59,044 | — | $59,044 |
| MEDCOST BENEFIT SERVICES, LLC | Other Service Provider | $40,174 | — | $40,174 |
| IMA FINANCIAL GROUP (ECM SOLUTIONS) | Investment Advisor | $17,710 | — | $17,710 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $12,075 | — | $12,075 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,003
- Estimated Expense Ratio: 268.958% 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 |
|---|---|---|---|---|---|
| 2025 | $1,312,384 | — | — | — | — |
| 2024 | $2,263,382 | — | — | — | — |
| 2023 | $1,017,231 | — | — | — | — |
| 2022 | $988,468 | — | — | — | — |