Plan Snapshot
- Plan Sponsor: Green Worldwide Shipping, LLC
- Sponsor EIN: 262562963
- Sponsor Address: 619 E COLLEGE AVE STE F, DECATUR, GA, 30030
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $5.5M
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 | 230 | $5.5M | $186,823 | $923,294 |
| 2023 | 229 | $4.1M | $200,252 | $920,996 |
| 2022 | 226 | $2.8M | $176,594 | $789,598 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $22,040 | — | $22,040 |
| ASCENSUS LLC | Other Service Provider | $17,648 | — | $17,648 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,688
- Estimated Expense Ratio: 0.719% 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 | $39,689 | $22,040 | $17,649 | — | — |
| 2023 | $28,638 | $3,134 | $25,504 | — | — |
| 2022 | $24,168 | — | $24,168 | — | — |