# Greencastle Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/greencastle-associates-llc-plan

> Greencastle Associates, LLC's 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|—|—|—|

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