Retirement plan

GREEN VIEW BUSINESS SERVICES LLC 401(K) PLAN

Name: GREEN VIEW BUSINESS SERVICES LLC - GREEN VIEW BUSINESS SERVICES LLC 401(K) PLAN (2024) Form 5500
Creator: GREEN VIEW BUSINESS SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREEN VIEW BUSINESS SERVICES LLC 401(K) PLAN, GREEN VIEW BUSINESS SERVICES LLC

GREEN VIEW BUSINESS SERVICES LLCEIN 22-3576300Plan #001PY 2024

45 S. PARK PLACE - MORRISTOWN, NJ 07960973-538-0400

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$172K

+42.9% from 2023

Total participants

+9.1% from 2023

Average account balance

$24,589

+42.9% from 2023

Annual return

14.07%

-5.66 pp from 2023

Benchmarks

See 19,441 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,441 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$237K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2F2G3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$140

$14 / participant

Other / not subdivided$140100.0%

% of EOY assets

0.081%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$24,589

$99,995-75.4%

$85,063-71.1%

$145,978-83.2%

Participation rate

50.0%

74.1%-24.1pp

67.5%-17.5pp

80.3%-30.3pp

Annual return

14.07%

83.99%-69.9pp

66.54%-52.5pp

550.52%-536.4pp

Employer contribution / active EE

$1,194

$3,231-63.1%

$2,727-56.2%

$4,662-74.4%

Participant deferral / active EE

$2,280

$5,295-56.9%

$4,523-49.6%

$6,690-65.9%

Admin fee / account holder

$20

$7,255-99.7%

$6,155-99.7%

$13,400-99.9%

GREEN VIEW BUSINESS SERVICES LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREEN VIEW BUSINESS SERVICES LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion