Plan Snapshot
- Plan Sponsor: Green Expert Technology INC
- Sponsor EIN: 452809826
- Sponsor Address: 30 WASHINGTON AVENUE, HADDONFIELD, NJ, 08033
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 151
- Total Assets: $249,995
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $249,995 | $1.1M | $468,455 |
| 2023 | 134 | $11,529 | $194,107 | $95,637 |
| 2022 | 117 | $13,726 | $742,291 | $335,107 |
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 |
|---|---|---|---|---|
| WORLD INSURANCE ASSOCIATES LLC | Investment Advisor | $68,200 | — | $68,200 |
| THE BENECON GROUP | Investment Advisor | $26,834 | — | $26,834 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $13,982 | — | $13,982 |
| CONNECTCARE3 | Other Service Provider | $9,308 | — | $9,308 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,324
- Estimated Expense Ratio: 47.331% 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 | $118,324 | — | $118,324 | — | — |
| 2023 | $27,046 | — | $27,046 | — | — |
| 2022 | $97,271 | — | $14,367 | — | — |