Plan Snapshot
- Plan Sponsor: Greer Industries, INC.
- Sponsor EIN: 340737241
- Sponsor Address: 570 CANYON RD., MORGANTOWN, WV, 26508
- Plan Type: 401(k)
- Total Participants: 933
- Total Assets: $51.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 933 | $51.4M | $1.6M | $2.5M |
| 2023 | 690 | $45.9M | $1.6M | $2.4M |
| 2022 | 653 | $39.0M | $1.5M | $2.4M |
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 |
|---|---|---|---|---|
| GROSSMAN YANAK & FORD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — Auditor
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 | $220,988 | $39,403 | $10,813 | — | — |
| 2023 | $199,026 | $143,619 | $54,807 | — | — |
| 2022 | $199,343 | $142,700 | $55,957 | — | — |