Retirement plan

GREENHILLS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Name: GREENHILLS INTERNATIONAL, INC. - GREENHILLS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: GREENHILLS INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENHILLS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN, GREENHILLS INTERNATIONAL, INC.

GREENHILLS INTERNATIONAL, INC.EIN 20-0323093Plan #002PY 2024

800 AIRPORT BLVD, STE 304 - BURLINGAME, CA 94010510-582-8790

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$238K

+41.8% from 2023

Total participants

+50.0% from 2023

Average account balance

$119,075

+41.8% from 2023

Annual return

12.56%

-1.25 pp from 2023

Benchmarks

See 23,882 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,882 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$238K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$119K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$119,075

$166,131-28.3%

$164,975-27.8%

$145,877-18.4%

Participation rate

66.7%

82.0%-15.3pp

78.6%-11.9pp

80.3%-13.6pp

Annual return

12.56%

100.37%-87.8pp

70.12%-57.6pp

551.28%-538.7pp

Employer contribution / active EE

$1,821

$5,276-65.5%

$4,343-58.1%

$4,663-61.0%

Participant deferral / active EE

$14,567

$6,962+109.2%

$6,033+141.4%

$6,691+117.7%

Admin fee / account holder

$16,648-100.0%

$12,688-100.0%

$13,402-100.0%

GREENHILLS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GREENHILLS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion