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Original filing (PDF)20251013135747NAL0000682051001
GREENE GROUP INDUSTRIES
Form 5500
FILING_RECEIVED
GREENE GROUP INDUSTRIES 401(K) PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
138
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENE GROUP INDUSTRIES.
Plan sponsor
Name
GREENE GROUP INDUSTRIES
EIN
20-1651857
Address
2600 20TH ST · PORT HURON, MI · 48060
Phone
(810) 982-9720
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BUFFAMANTE WHIPPLE BUTTAFARO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGO, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MICHIGAN PENSION GROUP, INC. | 38-2781642 | BATTLE CREEK, MI | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
22 direct securities · 10 pooled funds· $7.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$5.4M
10 holdings
Uncategorized
$1.8M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TR AMERICAN FUNDS 2020 GREAT GRAY · EIN 38-3126260 / PN 564 | Common Collective Trust | — | — | $1.0M | 13.9% | |
| GREAT GRAY TR AMERICAN FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $924K | 12.8% | |
| GREAT GRAY TR AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $917K | 12.7% | |
| GREAT GRAY TR AMERICAN FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $784K | 10.8% | |
| GREAT GRAY TR AMERICAN FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $669K | 9.2% | |
| GREAT GRAY TR AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $374K | 5.2% | |
| T. Rowe Price Dividend Growth I Registered Investment Company N/A | — | — | — | $347K | 4.8% | |
| MFS Mid Cap Growth Fund R6 Registered Investment Company N/A | — | — | — | $317K | 4.4% | |
| GREAT GRAY TR AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $282K | 3.9% | |
| GREAT GRAY TR AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $249K | 3.4% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company N/A | — | — | — | $211K | 2.9% | |
| Fidelity 500 Index Registered Investment Company N/A | — | — | — | $169K | 2.3% | |
| GREAT GRAY TR AMERICAN FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $124K | 1.7% | |
| Participant Loans Rates from 5.25% - 10.50% - | — | — | — | $111K | 1.5% | |
| MFS Income Fund R6 Registered Investment Company N/A | — | — | — | $110K | 1.5% | |
| EI Fixed Account - Series Class I Group Annuity Contract N/A | — | — | — | $102K | 1.4% | |
| Fidelity Advisor Asset Manager 30% Z Registered Investment Company N/A | — | — | — | $79K | 1.1% | |
| American Funds New World R6 Registered Investment Company N/A | — | — | — | $71K | 1.0% | |
| GREAT GRAY TR AMERICAN FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $65K | 0.9% | |
| Fidelity International Index Registered Investment Company N/A | — | — | — | $52K | 0.7% | |
| PGIM High-Yield R6 Registered Investment Company N/A | — | — | — | $42K | 0.6% | |
| Hartford World Bond R6 Registered Investment Company N/A | — | — | — | $40K | 0.6% | |
| Fidelity Mid Cap Index Registered Investment Company N/A | — | — | — | $38K | 0.5% | |
| JPMorgan Investor Growth R6 Registered Investment Company N/A | — | — | — | $36K | 0.5% | |
| Fidelity Advisor Small Cap Value Z Registered Investment Company N/A | — | — | — | $34K | 0.5% | |
| MFS Value R6 Registered Investment Company N/A | — | — | — | $26K | 0.4% | |
| MFS Mid Cap Value R6 Registered Investment Company N/A | — | — | — | $16K | 0.2% | |
| MFS Intl Diversification R6 Registered Investment Company N/A | — | — | — | $14K | 0.2% | |
| MFS Global Real Estate R6 Registered Investment Company N/A | — | — | — | $13K | 0.2% | |
| Fidelity Advisor Intl Small Cap Z Registered Investment Company N/A | — | — | — | $10K | 0.1% | |
| Fidelity Advisor Stock Selector Small Cap Z Registered Investment Company N/A | — | — | — | $5K | <0.1% | |
| Reconciliation to Page 4, Statements of Net Assets Available For Benefits Deemed distribution of loans | — | — | — | $3K | <0.1% |
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