Greenix 401(k) Plan
Sponsored by Greenix Holdings, Llc · EIN 352561816 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.3M
- Active participants
- 125
- With balances
- 160
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $3,677 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,974 |
| Dwc The 401(k) Experts | Recordkeeping, Participant loan processing, Recordkeeping fees | $340 |