Plan Ledger DOL Form 5500 · updated monthly

The Greenery, Inc.401(k) + ESOP (KSOP)

THE GREENERY, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN · HILTON HEAD ISLAND, SC · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

The Greenery, Inc. reported $42,038 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $10,063 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 0.03% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 143rd-largest of 807 plans among South Carolina employers on file, and the 777th of 5,215 in retail trade. In 2024, the employer put in $53.61 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$40,701,561
Participants with balances566
Active participants421
Employer contributions$4,236,513
Employee contributions$79,020
Employer contribution per active participant$10,063
Average account balance$71,911
Benefits paid to participants$1,149,818
Plan auditUnmodified (clean) audit opinion
AuditorWEBSTERROGERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$40.7M · 566 accts · $4.2M emplr
2023$23.4M · 576 accts · $1.4M emplr
2022$20.6M · 582 accts · $846K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,038
Total administrative$42,038
The The Greenery, Inc. 401(k) match · 2024
Employer contribution per active participant$10,063
Median for plans this size$2,416
2024$10,063 per active participant
2023$3,371 per active participant
2022$2,028 per active participant

The Greenery, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$7,619
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$42,038 · 0.13%
2023$5,778 · 0.03%
2022$6,418 · 0.03%
Same employer
Similar plansRetail Trade · South Carolina
Hudson Automotive Group SC$92.3M · 0.64%
The Spinx Company, Inc. SC$39.3M · 0.61%
Dick Smith Automotive Group SC$28.5M · 0.10%
Jje Capital Holdings, LLC SC$23.3M · 0.44%
Applegreen Companies SC$20.3M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561027469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.