Plan Ledger DOL Form 5500 · updated monthly

Greenix Holdings, LLC401(k)

GREENIX 401(K) PLAN · OREM, UT · plan year 2024

Reported admin expense ratio · 2024
1.14%

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

Greenix Holdings, LLC reported $31,371 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,387 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 2.35% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Utah (692nd of 848), and 1,703rd of 2,534 in administrative & support services. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has shrunk from 424 to 125 since 2022.

Plan summary
Net assets, end of year$3,293,448
Participants with balances160
Active participants125
Employer contributions$423,368
Employee contributions$600,024
Employer contribution per active participant$3,387
Average account balance$20,584
Benefits paid to participants$469,084
Plan auditUnmodified (clean) audit opinion
AuditorSQUIRE AND COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 160 accts · $423K emplr
2023$2.2M · 147 accts · $340K emplr
2022$1.2M · 118 accts · $322K emplr
The Greenix Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$3,387
Median for plans this size$1,313
2024$3,387 per active participant
2023$681 per active participant
2022$759 per active participant

Greenix Holdings, LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$1,974
DWC - THE 401(K) EXPERTS · Recordkeeping · Loan processing$340
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$3,677

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

Recordkeeper by year2
2024DWC - THE 401(K) EXPERTS, Transamerica
2023DWC THE 401(K) EXPERTS, Transamerica

This plan has changed recordkeepers within these filings. If you left Greenix Holdings, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,371 · 1.14%
2023$29,991 · 1.76%
2022$19,506 · 2.35%
Same employer
Similar plansAdministrative & Support Services · Utah
X3 Staffing, Inc. UT$4.0M · 0.16%
Peczuh Printing Company UT$4.0M · 0.04%
Terratron, Inc. UT$2.5M · 0.56%
Fox Marketing, Inc. UT$2.1M · 0.39%
Hawx Services LLC UT$2.1M · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352561816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.