Plan Snapshot
- Plan Sponsor: Greenpoint Technologies, INC.
- Sponsor EIN: 911391048
- Sponsor Address: 11724 NE 195TH STREET, BOTHELL, WA, 98011
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $33.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 420 | $33.2M | $1.3M | $2.9M |
| 2023 | 361 | $28.0M | $1.1M | $2.4M |
| 2022 | 258 | $21.9M | $748,893 | $1.6M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | Other Service Provider | $51,212 | — | $51,212 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | — | $10,830 | $10,830 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,042
- Estimated Expense Ratio: 0.187% 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 | $51,212 | $38,254 | — | — | — |
| 2023 | $43,829 | $40,000 | — | — | — |
| 2022 | $42,150 | $40,000 | — | — | $2,150 |