Plan Snapshot
- Plan Sponsor: Green Circle Growers, INC.
- Sponsor EIN: 341102630
- Sponsor Address: 51051 US HWY 20, OBERLIN, OH, 440749637
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 757
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 757 | $37.1M | $1.4M | $2.5M |
| 2023 | 760 | $31.3M | $1.3M | $2.4M |
| 2022 | 820 | $26.2M | $1.4M | $2.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $149,260 | — | $149,260 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | — | $64,488 | $64,488 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,748
- Estimated Expense Ratio: 0.577% 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 |
|---|---|---|---|---|---|
| 2024 | $149,261 | — | $149,261 | — | — |
| 2023 | $125,217 | — | $125,217 | — | — |
| 2022 | $105,318 | — | $105,318 | — | — |