Filings through Sep 24, 2026.

Retirement plan

Greenfield World Trade, Inc. 401(k) Plan

Name: GREENFIELD WORLD TRADE, INC. - GREENFIELD WORLD TRADE, INC. 401(K) PLAN (2024) Form 5500
Creator: GREENFIELD WORLD TRADE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENFIELD WORLD TRADE, INC. 401(K) PLAN, GREENFIELD WORLD TRADE, INC.

Greenfield World Trade, Inc.EIN 65-0911766Plan #001PY 2024

3355 ENTERPRISE AVENUE,, SUITE 160 - WESTON, FL 33331954-202-7419

Prospect flagsLow returnsLow participationLow employer contributionCorrective distributionsFew collective trustsFund lineup: 19 funds, $13.8M

How to read this page

Total assets (EOY)

$14M

+7.5% from 2023

Total participants

450

-0.2% from 2023

Average account balance

$45,425

+6.5% from 2023

Annual return

12.04%

-39.77 pp from 2023

Benchmarks

See 1,406 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,406 peers

Snapshot2024

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Analytics

See the 7-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
BENCHMARK FINANCIAL WEALTH ADVISORS6 years Service code 15 · EIN 61-1816241	Recordkeeping	$33,163
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$27,534
MESIROW FINANCIAL INVESTMENT MANAGE2 years Service code 37 · EIN 36-3429599	Loan Processing	$0

Fund lineup

CSV with Pro

19 funds of $250K or more; 31 lines in all, holding $13.8M of the plan's $14.0M. From the 2024 filing. Recordkeeper: Benchmark Financial Wealth Advisors.

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds12%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series46%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 46% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages	Vanguard	Mutual fund	$6.0M	43.6%
FID 500 IND Fidelity (FMR) · Other	Fidelity (FMR)	Other	$1.0M	7.3%
PlanID Manager not matched · Other	Not yet matched	Other	$848K	6.1%
Van Target Retire Inc Vanguard · Mutual fund	Vanguard	Mutual fund	$704K	5.1%
Putnam Stable Value 25 Franklin Templeton · Insurance contract	Franklin Templeton	Insurance contract	$634K	4.6%
Ishares Russell BlackRock · ETF Index	BlackRock	ETF	$631K	4.6%
U.S. Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund	Dimensional	Mutual fund	$526K	3.8%
Virtus NFJ Mid-Cap Value Fund Class R6 Virtus · Mutual fund	Virtus	Mutual fund	$416K	3.0%
International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund	Dimensional	Mutual fund	$367K	2.7%
Janhen Small CAP Value FD - N Manager not matched · Other	Not yet matched	Other	$361K	2.6%

See the other 21 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$61K

$194 / participant

Recordkeeping$27K45.3%
Investment mgmt$33K54.7%

% of EOY assets

0.432%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

BENCHMARK FINANCIAL WEALTH ADVISORS6 years

Service code 15 · EIN 61-1816241

Recordkeeping

$33,163

ADP BROKER-DEALER5 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$27,534

MESIROW FINANCIAL INVESTMENT MANAGE2 years

Service code 37 · EIN 36-3429599

Loan Processing

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 7 vintages

$6.0M

43.6%

FID 500 IND

Fidelity (FMR) · Other

$1.0M

7.3%

PlanID

Manager not matched · Other

$848K

6.1%

Van Target Retire Inc

Vanguard · Mutual fund

$704K

5.1%

Putnam Stable Value 25

Franklin Templeton · Insurance contract

$634K

4.6%

Ishares Russell

BlackRock · ETF

Index

$631K

4.6%

U.S. Large Cap Growth Portfolio Institutional Class

Dimensional · Mutual fund

$526K

3.8%

Virtus NFJ Mid-Cap Value Fund Class R6

Virtus · Mutual fund

$416K

3.0%

International Core Equity 2 Portfolio Institutional Class

Dimensional · Mutual fund

$367K

2.7%

Janhen Small CAP Value FD - N

Manager not matched · Other

$361K

2.6%

Greenfield World Trade, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Greenfield World Trade, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion