Plan Ledger DOL Form 5500 · updated monthly

Greenfield World Trade, Inc.401(k)

GREENFIELD WORLD TRADE, INC. 401(K) PLAN · WESTON, FL · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Greenfield World Trade, Inc. reported $60,656 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $402 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 fell from 0.61% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,432nd-largest of 3,644 plans among Florida employers on file, and 2,464th of 4,246 in wholesale trade. In 2024, employees put in $9.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,036,176
Participants with balances309
Active participants313
Employer contributions$125,901
Employee contributions$1,154,191
Employer contribution per active participant$402
Average account balance$45,425
Benefits paid to participants$1,872,335
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 309 accts · $126K emplr
2023$13.1M · 306 accts · $118K emplr
2022$8.6M · 275 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,492
Investment management$33,164
Total administrative$60,656
The Greenfield World Trade, Inc. 401(k) match · 2024
Employer contribution per active participant$402
Median for plans this size$2,416
2024$402 per active participant
2023$364 per active participant
2022$462 per active participant

Greenfield World Trade, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
BENCHMARK FINANCIAL WEALTH ADVISORS · Recordkeeping · Trustee$33,163
ADP, INC. · Loan processing · Recordkeeping$27,534
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp

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, BENCHMARK FINANCIAL WEALTH ADVISORS
2023ADP, BENCHMARK FINANCIAL WEALTH ADVISORS

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Administrative cost history3
2024$60,656 · 0.45%
2023$52,301 · 0.48%
2022$44,574 · 0.61%
Same employer
Similar plansWholesale Trade · Florida
Wincorp International, Inc. FL$14.2M · 0.38%
Champion Brands, Inc. FL$13.1M · 0.36%
Agro Holdings FL$12.9M

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Source: U.S. Department of Labor, Form 5500 series, EIN 650911766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.