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  2. GREENWOOD GROUP, INC.
Sponsor portfolio

GREENWOOD GROUP, INC.

EIN 73-1175344-information technology and services-Latest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
32
2117 N WAVERLY ST. - PONCA CITY, OK 74601580-765-3875LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filings
#002CashBalance-$4.3M - 2 part#001401k-$2.7M - 30 part

Retirement portfolio analytics

2 plans aggregated / $7.0M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#002)61%
  • INC. 401K PLAN (#001)39%
Total $7.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)30
  • CASH BALANCE PLAN (#002)2
Total 32Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GREENWOOD GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$4.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GREENWOOD GROUP, INC. 401K PLAN

401k

Assets$2.7M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GREENWOOD GROUP, INC. CASH BALANCE PLANCashBalance$4.3M22024
001GREENWOOD GROUP, INC. 401K PLAN401k$2.7M302024
Retirement plans
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