Plan Snapshot
- Plan Sponsor: Greenwaste Recovery, LLC
- Sponsor EIN: 680249188
- Sponsor Address: 610 E. GISH RD, SAN JOSE, CA, 95112
- Plan Type: 401(k)
- Total Participants: 882
- Total Assets: $61.8M
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 | 882 | $61.8M | $3.4M | $3.1M |
| 2023 | 816 | $52.4M | $2.3M | $2.9M |
| 2022 | 762 | $44.6M | $2.0M | $2.7M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $126,153 | $3,880 | $130,033 |
| LPL FINANCIAL CORPORATION RPCP | Other Service Provider | $55,173 | — | $55,173 |
| MARINER WEALTH ADVISOR | Other Service Provider | $47,544 | — | $47,544 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,750
- Estimated Expense Ratio: 0.377% 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 | $228,890 | — | $228,890 | — | — |
| 2023 | $208,059 | $90,303 | $117,756 | — | — |
| 2022 | $216,328 | — | $216,328 | — | — |