Plan Snapshot
- Plan Sponsor: Green Circuits, INC.
- Sponsor EIN: 205085784
- Sponsor Address: 1130 RINGWOOD COURT, SAN JOSE, CA, 95131
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $7.2M
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 | 158 | $7.2M | $0 | $654,028 |
| 2023 | 144 | $5.8M | $0 | $572,727 |
| 2022 | 148 | $5.3M | $0 | $454,492 |
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 |
|---|---|---|---|---|
| JENSEN FINANCIAL SERVICES INC | ADVISOR | $17,987 | — | $17,987 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,818 | — | $13,818 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,805
- Estimated Expense Ratio: 0.444% 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 | $32,075 | $18,257 | — | — | — |
| 2023 | $33,207 | $19,947 | — | — | — |
| 2022 | $34,347 | $3,900 | — | — | — |