Plan Snapshot
- Plan Sponsor: Little General Store, INC.
- Sponsor EIN: 550548701
- Sponsor Address: 17 YELLOW WOOD WAY, BECKLEY, WV, 25801
- Plan Type: 401(k)
- Total Participants: 2,312
- Total Assets: $8.2M
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 | 2,312 | $8.2M | $259,234 | $464,186 |
| 2023 | 1,163 | $6.9M | $232,603 | $435,898 |
| 2022 | 1,091 | $6.7M | $89,852 | $333,680 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $25,106 | $223 | — | — | — |
| 2023 | $43,815 | $34,029 | $9,786 | — | — |
| 2022 | $35,309 | $35,309 | — | — | — |