Plan Snapshot
- Plan Sponsor: Greenville National Bank
- Sponsor EIN: 344249625
- Sponsor Address: 446 SOUTH BROADWAY ST, GREENVILLE, OH, 45331
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $37.0M
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. |
|---|---|---|---|---|
| 2025 | 110 | $37.0M | $0 | $0 |
| 2024 | 105 | $33.2M | $388,179 | $502,174 |
| 2023 | 98 | $30.2M | $275,118 | $523,838 |
| 2022 | 105 | $28.4M | $238,106 | $504,455 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPAN | Recordkeeper | $43,606 | — | $43,606 |
| PENTEGRA SERVICES INC | Other Service Provider | $28,585 | — | $28,585 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,191
- Estimated Expense Ratio: 0.195% 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 |
|---|---|---|---|---|---|
| 2025 | $70,101 | — | — | — | — |
| 2024 | $56,589 | — | — | — | — |
| 2023 | $56,471 | — | $56,471 | — | — |
| 2022 | $73,376 | — | — | — | $73,376 |