Plan Snapshot
- Plan Sponsor: Greiner Electric, LLC
- Sponsor EIN: 841436352
- Sponsor Address: 12456 DUMONT WAY, LITTLETON, CO, 80125
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $18.1M
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 | 316 | $18.1M | $836,832 | $1.1M |
| 2023 | 347 | $16.1M | $581,003 | $953,261 |
| 2022 | 300 | $13.5M | $425,358 | $841,436 |
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 |
|---|---|---|---|---|
| AVEO CAPITAL PARTNERS, LLC | SERVICE PROVIDER | — | $46,686 | $46,686 |
| VOYA RETIREMENT INS & ANNUITY CO. | SERVICE PROVIDER | — | $17,049 | $17,049 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $10,786 | — | $10,786 |
| FORVIS | SERVICE PROVIDER | $9,492 | — | $9,492 |
| MORNINGSTAR | SERVICE PROVIDER | — | $8,524 | $8,524 |
| ASCENSUS | THIRD PARTY ADMIN | — | $8,156 | $8,156 |
| FUTUREPLAN BY ASCENSUS | SERVICE PROVIDER | $7,623 | — | $7,623 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS — SERVICE PROVIDER
- MORNINGSTAR — SERVICE PROVIDER
- ASCENSUS — THIRD PARTY ADMIN
- FUTUREPLAN BY ASCENSUS — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,316
- Estimated Expense Ratio: 0.599% 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 | $40,712 | $27,918 | $11,794 | — | — |
| 2023 | $40,071 | — | $40,071 | — | — |
| 2022 | $26,772 | — | $26,772 | — | — |