Plan Snapshot
- Plan Sponsor: Greene, Tweed & Co., INC.
- Sponsor EIN: 464212973
- Sponsor Address: 2075 DETWILER ROAD, KULPSVILLE, PA, 19443
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $48.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 354 | $48.2M | $1.3M | $1.9M |
| 2023 | 371 | $42.7M | $800,148 | $1.9M |
| 2022 | 409 | $36.8M | $931,932 | $2.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY CLIENT | $54,986 | — | $54,986 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY CLIENT
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,986
- Estimated Expense Ratio: 0.114% 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 | $54,986 | — | $54,986 | — | — |
| 2023 | $44,609 | — | $44,609 | — | — |
| 2022 | $43,013 | — | $43,013 | — | — |