Plan Snapshot
- Plan Sponsor: Greenway Health, LLC
- Sponsor EIN: 593396629
- Sponsor Address: 4301 WEST BOY SCOUT BOULEVARD, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 645
- Total Assets: $106.0M
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. |
|---|---|---|---|---|
| 2024 | 645 | $106.0M | $1.4M | $4.7M |
| 2023 | 609 | $95.2M | $1.5M | $4.9M |
| 2022 | 759 | $83.1M | $1.7M | $5.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $147,487 | $28,003 | — | — | — |
| 2023 | $129,712 | $29,959 | — | — | — |
| 2022 | $150,371 | $30,481 | — | — | — |