Plan Ledger DOL Form 5500 · updated monthly

Green Planet 21, Inc.401(k)

GREEN PLANET 21, INC. 401(K) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

Green Planet 21, Inc. reported $23,271 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (6,823rd of 9,483), and 3,568th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$5,551,010
Participants with balances130
Active participants143
Employer contributions—
Employee contributions$550,741
Employer contribution per active participant—
Average account balance$42,700
Benefits paid to participants$323,722
Plan auditUnmodified (clean) audit opinion
AuditorJM&M
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 130 accts
2023$4.6M · 150 accts
2022$3.6M · 142 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,218
Investment management$20,053
Total administrative$23,271
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PORTICO WEALTH ADVISORS, LLC · Recordkeeping · Trustee$20,053
ADP, INC. · Loan processing · Recordkeeping$3,218

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, PORTICO WEALTH ADVISORS, LLC
2023ADP, PORTICO WEALTH ADVISORS, LLC

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Administrative cost history3
2024$23,271 · 0.46%
2023$17,805 · 0.43%
2022$17,574 · 0.45%
Same employer
Similar plansWholesale Trade · California
S.J. Distributors, LLC CA$5.7M · 0.08%
88 International, Inc. CA$5.7M · 0.12%
Wang Globalnet CA$5.6M · 0.25%
Yesvideo Com Inc. CA$5.3M · 0.39%
Pilot Inc. CA$5.3M · 0.85%
Uma Enterprises Inc. CA$5.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942970034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.