# Hollar & Greene Produce Company, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/hollar-greene-produce-company-inc-561085600-501

> Hollar & Greene Produce Company, INC's Health & Welfare plan: 65 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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