Greenix 401(K) Plan — Form 5500 plan (Greenix Holdings, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Greenix 401(K) Plan is a benefit plan reported by Greenix Holdings, LLC under EIN 35-2561816 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $2,225,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greenix Holdings, LLC
EIN
35-2561816
Plan number
001
Plan type
2
Location
Orem, UT
Latest filing year
2023
Participants
495
End-of-year plan assets
$2,225,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023495H, C20241004105841NAL0006624851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,225,225
Total liabilities (EOY)
$0
Net assets (EOY)
$2,225,225
Net assets (BOY)
$1,181,000

Income & contributions

Employer contributions
$339,600
Participant contributions
$540,890
Total contributions
$934,519
Total income / additions
$1,212,259

Expenses & distributions

Benefits paid
$138,043
Administrative expenses
$29,991
Total expenses
$168,034
Net increase / (decrease)
$1,044,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISORY - PL$15,466not reported in the loaded dataset2023
Transamerica Financial Life InsuranRECORDKEEPER$9,518$02023
Dwc The 401(K) ExpertsRECORDKEEPER$5,170$02023

Related Form 5500 pages