# Greentree Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/greentree-enterprises-inc-401k-plan

> Greentree Enterprises, INC.'s 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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