Plan Snapshot
- Plan Sponsor: Greenpoint Metals, INC.
- Sponsor EIN: 311687147
- Sponsor Address: P.O. BOX 935, FRANKLIN, OH, 45005
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $9.1M
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 | 145 | $9.1M | $395,404 | $685,141 |
| 2023 | 123 | $7.5M | $386,378 | $608,258 |
| 2022 | 144 | $7.5M | $559,253 | $654,281 |
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 CORPORATION OF AMERICA | Other Service Provider | $14,914 | — | $14,914 |
| PCA INVESTMENT ADVISORY SERVICES | Investment Advisor | $8,472 | — | $8,472 |
| VRIAC | Other Service Provider | $4,878 | $286 | $5,164 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCA INVESTMENT ADVISORY SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,550
- Estimated Expense Ratio: 0.313% 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 | $29,484 | $9,375 | $3,925 | — | — |
| 2023 | $17,906 | $1,481 | $7,350 | — | — |
| 2022 | $14,307 | — | $14,307 | — | — |