Plan Snapshot
- Plan Sponsor: Green Companies, INC. & Subsidiaries
- Sponsor EIN: 020537858
- Sponsor Address: 8710 EARHART LN SW, CEDAR RAPIDS, IA, 524048947
- Plan Type: 401(k)
- Total Participants: 658
- Total Assets: $115.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 658 | $115.8M | $2.4M | $7.4M |
| 2023 | 673 | $99.9M | $2.3M | $6.7M |
| 2022 | 652 | $80.0M | $1.7M | $6.0M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $96,565 | — | $96,565 |
| VANGUARD ADVISERS INC. | NONE | $40,546 | — | $40,546 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,111
- Estimated Expense Ratio: 0.118% 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 | $135,556 | — | — | — | — |
| 2023 | $121,233 | — | — | — | — |
| 2022 | $113,857 | — | — | — | — |