Retirement plan

CAMP GREEN LANE PROFIT SHARING AND EMPLOYEES SAVINGS PLAN

Name: GREEN LANE OPERATINGCO, LLC - CAMP GREEN LANE PROFIT SHARING AND EMPLOYEES SAVINGS PLAN (2024) Form 5500
Creator: GREEN LANE OPERATINGCO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMP GREEN LANE PROFIT SHARING AND EMPLOYEES SAVINGS PLAN, GREEN LANE OPERATINGCO, LLC

GREEN LANE OPERATINGCO, LLCEIN 45-2798472Plan #001PY 2024

CAMP GREEN LANE, 249 GREEN LANE ROAD - GREEN LANE, PA 18054215-234-9211

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$227K

+33.4% from 2023

Total participants

+28.6% from 2023

Average account balance

$75,703

+33.4% from 2023

Annual return

15.59%

-0.85 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$227K

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$371

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 codes2E2G2J3D

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.
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

2 tripped

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

$1K

$124 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.491%

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

$75,703

$183,539-58.8%

$155,556-51.3%

$145,897-48.1%

Participation rate

33.3%

82.7%-49.4pp

78.2%-44.9pp

80.3%-47.0pp

Annual return

15.59%

61.31%-45.7pp

64.84%-49.3pp

552.29%-536.7pp

Employer contribution / active EE

$1,114

$5,315-79.0%

$4,675-76.2%

$4,663-76.1%

Participant deferral / active EE

$2,254

$6,467-65.1%

$5,631-60.0%

$6,689-66.3%

Admin fee / account holder

$371

$19,275-98.1%

$15,885-97.7%

$13,390-97.2%

CAMP GREEN LANE PROFIT SHARING AND EMPLOYEES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMP GREEN LANE PROFIT SHARING AND EMPLOYEES SAVINGS 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