Plan Ledger DOL Form 5500 · updated monthly

Greenheart Intermediate, LLC401(k)

GREENHEART INTERMEDIATE LLC 401K PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Greenheart Intermediate, LLC reported $39,350 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,670 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 0.02% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,580th-largest of 5,648 plans among New York employers on file, and the 3,263rd of 11,654 in professional & technical services. In 2023, employees put in $2.35 for every $1.00 the employer contributed; active participation has shrunk from 400 to 344 since 2022.

Plan summary
Net assets, end of year$40,595,948
Participants with balances414
Active participants344
Employer contributions$1,606,508
Employee contributions$3,774,774
Employer contribution per active participant$4,670
Average account balance$98,058
Benefits paid to participants$5,116,226
Plan auditUnmodified (clean) audit opinion
AuditorHOLMAN FRENIA ALLISON, PC
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 390 accts · $1.5M emplr
2023$40.6M · 414 accts · $1.6M emplr
2022$33.0M · 373 accts · $300K emplr
The Greenheart Intermediate, LLC 401(k) match · 2023
Employer contribution per active participant$4,670
Median for plans this size$2,440
2024$5,672 per active participant
2023$4,670 per active participant
2022$750 per active participant

Greenheart Intermediate, LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$40,150

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$40,354 · 0.10%
2023$39,350 · 0.11%
2022$8,238 · 0.02%
Similar plansProfessional & Technical Services · New York
Pride Capital Partners, LLC NY$40.9M · 0.70%
Weitz & Luxenberg, P.C. NY$40.8M · 0.34%
United Radio, Inc. NY$40.6M · 0.44%
Ennead Architects LLP NY$40.4M · 0.65%
Prager Metis Cpas, LLC NY$40.1M · 0.71%
Dataiku Inc. NY$40.1M

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Source: U.S. Department of Labor, Form 5500 series, EIN 883010357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.