Plan Snapshot
- Plan Sponsor: Greyhound Lines, INC.
- Sponsor EIN: 860572343
- Sponsor Address: P.O. BOX 660362, DALLAS, TX, 752660362
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $53.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 623 | $53.2M | $1.0M | $3.3M |
| 2023 | 733 | $55.4M | $1.1M | $3.6M |
| 2022 | 880 | $53.9M | $1.1M | $3.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $74,966 | — | $74,966 |
| PLANTE & MORAN, PLLC | ACCOUNTANT | $21,000 | — | $21,000 |
| CAPFINANCIAL PARTNERS,LL | INVESTMENT ADVISORY | $15,125 | — | $15,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,091
- Estimated Expense Ratio: 0.209% 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 | $105,887 | $15,125 | $69,762 | $21,000 | — |
| 2023 | $128,186 | $49,500 | $78,686 | — | — |
| 2022 | $84,469 | — | $84,469 | — | — |