Plan Snapshot
- Plan Sponsor: Greystone Logistics, INC.
- Sponsor EIN: 752954680
- Sponsor Address: 1613 EAST 15TH ST, TULSA, OK, 74120
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $3.3M
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 | 146 | $3.3M | $274,131 | $405,972 |
| 2023 | 162 | $2.9M | $280,444 | $404,911 |
| 2022 | 183 | $2.1M | $297,558 | $423,156 |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR — 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 | $10,186 | — | $10,186 | — | — |
| 2023 | $5,124 | — | $5,124 | — | — |
| 2022 | $10,234 | — | $10,234 | — | — |