# Locality LLC DC Plan
Source: https://planprovider.pro/companies/greenheart-intermediate-llc-plan

> Locality LLC's DC plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Locality LLC

- **Sponsor EIN:** 883010357

- **Sponsor Address:** 5 TIMES SQUARE, 30TH FLOOR, NEW YORK, NY, 10036

- **Plan Type:** DC

- **Total Participants:** 273

- **Total Assets:** $40.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|273|$40.0M|$1.5M|$3.2M|

| 2023|344|$40.6M|$1.6M|$3.8M|

| 2022|400|$33.0M|$300,099|$700,140|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$41,004|—|$41,004|

| HOLMAN FRENIA ALLISON, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [HOLMAN FRENIA ALLISON, PC](https://planprovider.pro/provider/holman-frenia-allison-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,004

- **Estimated Expense Ratio:** 0.102% 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|$40,354|—|—|—|—|

| 2023|$39,350|—|—|—|—|

| 2022|$8,238|—|—|—|—|

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