Plan Snapshot
- Plan Sponsor: Green Planet 21, INC.
- Sponsor EIN: 942970034
- Sponsor Address: 1221 3RD STREET, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 143 | $5.6M | $0 | $550,741 |
| 2023 | 163 | $4.7M | $0 | $490,088 |
| 2022 | 156 | $3.6M | $0 | $475,627 |
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 |
|---|---|---|---|---|
| JM&M | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,271 | $20,053 | — | — | — |
| 2023 | $17,805 | $15,832 | — | — | — |
| 2022 | $17,574 | — | — | — | — |