# Greene, Tweed & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/greene-tweed-co-inc-401k-plan-004

> Greene, Tweed & Co., INC.'s 401(k) plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/greene-tweed-co-inc-401k-plan-004)

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