Plan Snapshot
- Plan Sponsor: Greypoint, INC. Dba Convoy
- Sponsor EIN: 473571152
- Sponsor Address: 1301 2ND AVENUE, SEATTLE, WA, 98101
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $14.0M | $0 | $5.8M |
| 2022 | 909 | $34.8M | $0 | $10.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $162,366 | — | $162,366 |
| HUNNEX & SHOEMAKER | NONE | $107,570 | — | $107,570 |
| UBS FINANCIAL SERVICES, INC. | NONE | $74,000 | — | $74,000 |
| SHANNON & ASSOCIATES, LLP | Auditor | $43,740 | — | $43,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SHANNON & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $387,676
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 | $146,628 | — | — | $43,740 | — |
| 2023 | $171,968 | $37,000 | — | — | — |
| 2022 | $81,171 | — | — | — | $81,171 |