Plan Snapshot
- Plan Sponsor: Real Greek LLC
- Sponsor EIN: 455592934
- Sponsor Address: 34114 21ST AVENUE S, FEDERAL WAY, WA, 98003
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $2.0M
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 | 53 | $2.0M | $109,174 | $180,727 |
| 2023 | 63 | $1.9M | $108,998 | $162,564 |
| 2022 | 67 | $2.1M | $156,963 | $320,158 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSUR C | Recordkeeper | $10,330 | — | $10,330 |
| HUNNEX AND SHOEMAKER, INC. | Recordkeeper | $5,436 | $14 | $5,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSUR C — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,780
- Estimated Expense Ratio: 0.808% 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 | $15,656 | — | $15,656 | — | — |
| 2023 | $14,082 | — | $14,082 | — | — |
| 2022 | $13,170 | — | $2,175 | — | $10,995 |