Plan Snapshot
- Plan Sponsor: Applegate Greenfiber Acquisition, LLC
- Sponsor EIN: 873881297
- Sponsor Address: 5500 77 CENTER DRIVE, CHARLOTTE, NC, 28217
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $9.4M
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 | 332 | $9.4M | $395,111 | $746,817 |
| 2023 | 366 | $8.2M | $311,816 | $585,172 |
| 2022 | 434 | $7.0M | $247,975 | $456,231 |
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 |
|---|---|---|---|---|
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — Auditor
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 | $48,599 | $25,888 | $22,711 | — | — |
| 2023 | $45,041 | $24,527 | $20,514 | — | — |
| 2022 | $45,313 | $24,558 | $20,755 | — | — |