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Original filing (PDF)20251030152915NAL0001694467001
GEORGE'S, INC.
Form 5500
FILING_RECEIVED
GEORGE'S, INC. MEDICAL PLAN AND TRUST
Health & welfare plan
Signals · 3
~18902 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
4,395
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
-$2.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 18902 bps in Schedule C fees — 36249% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGE'S, INC..
Plan sponsor
Name
GEORGE'S, INC.
EIN
71-0685204
Address
PO DRAWER G · 402 W. ROBINSON · SPRINGDALE, AR · 727652030
Phone
(479) 751-4686
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBS ADMIN | 71-0226428 | — | NONE | $1.6M | — |
| BENEFITMALL | — | PHOENIX, AZ | NONE | $1.3M | — |
| CVS/CAREMARK | 75-2882129 | — | NONE | $551K | — |
| MCGRIFF | — | CHARLOTTE, NC | NONE | $470K | — |
| LANTERN | — | DALLAS, TX | NONE | $356K | — |
| SELERIX | 80-0236699 | — | NONE | $257K | — |
| LIVONGO | 04-3705907 | — | NONE | $152K | — |
| MANA FAMILY MEDICINE | — | FAYETTEVILLE, AR | NONE | $26K | — |
| WEX | 06-1593514 | — | NONE | $15K | — |
| ACCESS FAMILY CARE | — | NEOSHO, MO | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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