Plan Snapshot
- Plan Sponsor: Greencastle Associates, LLC
- Sponsor EIN: 232917616
- Sponsor Address: 400 CHESTERFIELD PARKWAY, MALVERN, PA, 19355
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $7.0M
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 | 113 | $7.0M | $650,838 | $918,804 |
| 2023 | 134 | $5.3M | $225,204 | $753,048 |
| 2022 | 104 | $3.1M | $153,320 | $512,565 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE CO. | CONTRACT ADMINISTRATOR | $50,620 | — | $50,620 |
| MERCADIEN P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INSURANCE CO. — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,620
- Estimated Expense Ratio: 0.721% 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 | $50,620 | — | $50,620 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |