Plan Ledger DOL Form 5500 · updated monthly

Greene, Tweed & Co., Inc.401(k)

GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN · KULPSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Greene, Tweed & Co., Inc. reported $54,986 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,775 per active participant. 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 2 years on file its reported administrative ratio rose from 0.10% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 816th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,241st of 13,661 in manufacturing. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has shrunk from 409 to 354 since 2022.

Plan summary
Net assets, end of year$48,150,982
Participants with balances403
Active participants354
Employer contributions$1,336,192
Employee contributions$1,860,515
Employer contribution per active participant$3,775
Average account balance$119,481
Benefits paid to participants$4,838,226
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.2M · 403 accts · $1.3M emplr
2023$42.7M · 416 accts · $800K emplr
2022$36.8M · 448 accts · $932K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,986
Total administrative$54,986
The Greene, Tweed & Co., Inc. 401(k) match · 2024
Employer contribution per active participant$3,775
Median for plans this size$2,416
2024$3,775 per active participant
2023$2,157 per active participant
2022$2,279 per active participant

Greene, Tweed & Co., Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20241
JOHN HANCOCK · Recordkeeping · Loan processing$54,986

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$54,986 · 0.12%
2023$44,609 · 0.11%
2022$43,013 · 0.10%
All plans at this employer2
GREENE, TWEED & CO., INC. SAVINGS AND INVESTMENT PLAN401(k)
GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN401(k)
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Source: U.S. Department of Labor, Form 5500 series, EIN 464212973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.