Plan Snapshot
- Plan Sponsor: Green Street Advisors, LLC, A Delaware Limited Liability Company
- Sponsor EIN: 472030941
- Sponsor Address: 100 BAYVIEW CIRCLE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $40.7M
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 | 253 | $40.7M | $1.3M | $3.0M |
| 2023 | 235 | $35.0M | $1.1M | $2.7M |
| 2022 | 217 | $27.3M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $7,373 | — | — | — | — |
| 2023 | $2,545 | — | $2,545 | — | — |
| 2022 | $2,712 | — | $2,712 | — | — |