Plan Snapshot
- Plan Sponsor: Greenheck Fan Corporation
- Sponsor EIN: 390920319
- Sponsor Address: 1985 CARROLL ST, CLEARWATER, FL, 337651909
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 264
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 264 | $13.5M | $185,667 | $816,439 |
| 2022 | 293 | $11.7M | $186,176 | $746,696 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $52,564 | — | $52,564 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | — | $23,931 | $23,931 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,495
- Estimated Expense Ratio: 0.565% 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 |
|---|---|---|---|---|---|
| 2023 | $52,564 | — | $52,564 | — | — |
| 2022 | $49,767 | $41,879 | $7,888 | — | — |