Green Alpha Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Green Alpha Management, INC.
  • Sponsor EIN: 832681089
  • Sponsor Address: 2617 BISSONNETT, STE 407, HOUSTON, TX, 77005
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$1.0M$0$20,496
20231$1.0M$0$20,496
20221$900,395$20,500$20,500
20201$270,873$0$19,000
20191$97,875$0$0

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