Plan Snapshot
- Plan Sponsor: Greenfield Rehabilitation Agency, INC.
- Sponsor EIN: 391385825
- Sponsor Address: 3360 GATEWAY ROAD,, BROOKFIELD, WI, 530455115
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 364
- Total Assets: $20.5M
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 | 364 | $20.5M | $139,488 | $1.3M |
| 2023 | 373 | $17.2M | $149,004 | $1.2M |
| 2022 | 397 | $15.1M | $155,562 | $1.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $128,279 | — | $128,279 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | — | $93,136 | $93,136 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $221,415
- Estimated Expense Ratio: 1.080% 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 | $132,098 | $3,819 | — | — | — |
| 2023 | $110,807 | $3,191 | — | — | — |
| 2022 | $100,077 | $2,866 | — | — | — |