Plan Snapshot
- Plan Sponsor: Greenfield World Trade, INC.
- Sponsor EIN: 650911766
- Sponsor Address: 3355 ENTERPRISE AVENUE,, WESTON, FL, 33331
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $14.0M
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 | 313 | $14.0M | $125,901 | $1.2M |
| 2023 | 325 | $13.1M | $118,290 | $1.0M |
| 2022 | 301 | $8.6M | $138,925 | $887,238 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $60,656 | $33,164 | — | — | — |
| 2023 | $52,301 | $26,100 | — | — | — |
| 2022 | $44,574 | — | — | — | — |