Retirement plan

THE GREENTREE GROUP, INC. PROFIT SHARING PLAN

Name: THE GREENTREE GROUP, INC. - THE GREENTREE GROUP, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: THE GREENTREE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE GREENTREE GROUP, INC. PROFIT SHARING PLAN, THE GREENTREE GROUP, INC.

THE GREENTREE GROUP, INC.EIN 31-1369924Plan #001PY 2024

1360 TECHNOLOGY COURT, SUITE 100 - BEAVERCREEK, OH 45430937-490-5515greentreegroup.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.9M

+10.6% from 2023

Total participants

214

-3.2% from 2023

Average account balance

$78,474

+21.2% from 2023

Annual return

13.79%

-2.83 pp from 2023

Benchmarks

See 6,280 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,280 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.89M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

177

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$301

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
COMMONWEALTH FINANCIAL NETWORK9 years Service code 27 · EIN 04-2675571	Advisory (Plan)	$31,346
FIDELITY INVESTMENTS INSTITUTIONAL9 years Service code 37 · EIN 04-2647786	Loan Processing	$21,967

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$53K

$319 / participant

Recordkeeping$22K40.6%
Investment mgmt$31K58.8%
Contract admin$3000.6%

% of EOY assets

0.384%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,474

$101,653-22.8%

$147,080-46.6%

$74,459+5.4%

Participation rate

77.8%

75.6%+2.3pp

82.2%-4.3pp

67.2%+10.6pp

Annual return

13.79%

8754.98%-8741.2pp

420.17%-406.4pp

1369.70%-1355.9pp

Employer contribution / active EE

$1,747

$3,813-54.2%

$4,933-64.6%

$2,626-33.5%

Participant deferral / active EE

$7,072

$7,304-3.2%

$8,066-12.3%

$4,350+62.6%

Admin fee / account holder

$301

$1,752-82.8%

$12,989-97.7%

$1,945-84.5%

Provider

Service type

Compensation

COMMONWEALTH FINANCIAL NETWORK9 years

Service code 27 · EIN 04-2675571

Advisory (Plan)

$31,346

FIDELITY INVESTMENTS INSTITUTIONAL9 years

Service code 37 · EIN 04-2647786

Loan Processing

$21,967

THE GREENTREE GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE GREENTREE GROUP, INC. PROFIT SHARING 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