Plan Snapshot
- Plan Sponsor: Greentree Enterprises, INC.
- Sponsor EIN: 931071826
- Sponsor Address: 8655 SW CITIZENS DRIVE, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $5.1M
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 | 233 | $5.1M | $79,150 | $215,152 |
| 2023 | 206 | $4.0M | $69,566 | $182,925 |
| 2022 | 186 | $3.0M | $60,449 | $157,842 |
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 |
|---|---|---|---|---|
| BJORKLUND & MONTPLAISIR | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,361 | — | $1,684 | — | — |
| 2023 | $26,545 | — | $1,612 | — | — |
| 2022 | $1,298 | $413 | — | — | — |