Plan Snapshot
- Plan Sponsor: Greenphire, LLC
- Sponsor EIN: 264311202
- Sponsor Address: 1018 W 9TH AVE STE 200, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $21.6M
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. |
|---|---|---|---|---|
| 2024 | 364 | $21.6M | $714,167 | $2.8M |
| 2023 | 274 | $15.7M | $667,270 | $2.1M |
| 2022 | 259 | $10.7M | $618,226 | $1.9M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | SERVICE PROVIDER | — | $37,023 | $37,023 |
| ASCENSUS C/O FUTUREPLAN | THIRD PARTY ADMINISTRATO | — | $8,741 | $8,741 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLD CO, LLC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,764
- Estimated Expense Ratio: 0.212% 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 | $7,905 | — | $7,455 | — | — |
| 2023 | $7,535 | — | $7,535 | — | — |
| 2022 | $23,770 | — | $23,770 | — | — |