Plan Snapshot
- Plan Sponsor: Greeneville Oil & Petroleum, INC.
- Sponsor EIN: 621552776
- Sponsor Address: PO BOX 926, GREENEVILLE, TN, 37744
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $4.4M
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 | 159 | $4.4M | $135,582 | $194,336 |
| 2023 | 166 | $3.9M | $112,986 | $148,177 |
| 2022 | 164 | $3.4M | $105,550 | $136,890 |
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 |
|---|---|---|---|---|
| CLEARPOINT CPAS PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,796 | — | — | — | — |
| 2023 | $20,575 | — | $56 | — | — |
| 2022 | $1,025 | — | $1,025 | — | — |