Plan Snapshot
- Plan Sponsor: Greenman-Pedersen, INC.
- Sponsor EIN: 112537074
- Sponsor Address: 325 WEST MAIN STREET, BABYLON, NY, 11702
- Plan Type: 401(k)
- Total Participants: 1,478
- Total Assets: $396.0M
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 | 1,478 | $396.0M | $9.9M | $17.0M |
| 2023 | 1,484 | $347.0M | $9.7M | $16.8M |
| 2022 | 1,482 | $281.8M | $9.0M | $15.5M |
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 | $42,079 | — | $42,079 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,079
- Estimated Expense Ratio: 0.011% 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 | $36,799 | — | — | — | — |
| 2023 | $25,691 | — | — | — | — |
| 2022 | $21,819 | — | — | — | — |