Plan Snapshot
- Plan Sponsor: The Greentree Group, INC.
- Sponsor EIN: 311369924
- Sponsor Address: 1360 TECHNOLOGY COURT, BEAVERCREEK, OH, 45430
- Plan Type: DC
- Total Participants: 167
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 167 | $13.9M | $291,694 | $1.2M |
| 2023 | 155 | $12.6M | $305,454 | $1.2M |
| 2022 | 154 | $10.1M | $273,149 | $1.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $53,313 | $31,346 | $300 | — | — |
| 2023 | $44,263 | $26,377 | — | — | — |
| 2022 | $44,396 | — | — | — | — |