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Original filing (PDF)20251014112711NAL0001303379001
GREENPATH, INC.
Form 5500
FILING_RECEIVED
GREENPATH, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
465
Accounts w/ balance
609
Plan assets (EOY)
$50.5M
Net assets (EOY)
$50.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 34 bps in Schedule C fees — 112% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENPATH, INC..
Plan sponsor
Name
GREENPATH, INC.
EIN
38-6142925
Address
36500 CORPORATE DRIVE · FARMINGTON HILLS, MI · 483313553
Phone
(248) 553-5400
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | OUTSIDE ADVISORY FEES | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES | 35-0472300 | — | SERVICE PROVIDER | $141K | — |
Investments
26 direct securities· $50.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Class | — | — | — | $6.4M | 12.6% | |
| Vanguard Target Retirement 2045 Investor Shares | — | — | — | $5.0M | 10.0% | |
| Vanguard Target Retirement 2050 Investor Shares | — | — | — | $4.7M | 9.3% | |
| Harbor Capital Appreciation Institutional Class | — | — | — | $3.9M | 7.6% | |
| Vanguard Target Retirement 2055 Investor Shares | — | — | — | $3.5M | 6.9% | |
| Vanguard Target Retirement 2035 Investor Shares | — | — | — | $2.8M | 5.6% | |
| Lincoln Stable Value Fund | — | — | — | $2.7M | 5.4% | |
| Vanguard Target Retirement 2040 Investor Shares | — | — | — | $2.7M | 5.4% | |
| Vanguard Extended Market Index Admiral Shares | — | — | — | $2.4M | 4.8% | |
| American Funds American Mutual Class R6 | — | — | — | $2.0M | 4.0% | |
| Principal Midcap Institutional Class | — | — | — | $2.0M | 3.9% | |
| JPMorgan Core Bond Class R6 | — | — | — | $1.8M | 3.6% | |
| American Funds Europacific Growth Class R6 | — | — | — | $1.5M | 2.9% | |
| Vanguard Target Retirement 2060 Investor Shares | — | — | — | $1.3M | 2.5% | |
| Vanguard Target Retirement 2020 Investor Shares | — | — | — | $1.2M | 2.3% | |
| Vanguard Target Retirement 2030 Investor Shares | — | — | — | $1.1M | 2.2% | |
| MFS Mid Cap Value Class R6 | — | — | — | $816K | 1.6% | |
| Principal Smallcap Growth I Class R6 | — | — | — | $769K | 1.5% | |
| Allspring Special Small Cap Value | — | — | — | $767K | 1.5% | |
| Vanguard Target Retirement 2025 Investor Shares | — | — | — | $575K | 1.1% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $533K | 1.1% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $522K | 1.0% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $509K | 1.0% | |
| William Blair Emerging Markets Leaders Institutional Class | — | — | — | $499K | 1.0% | |
| Pimco Global Bond Opportunitiesus Dollar Hedged Institutional Class | — | — | — | $471K | 0.9% | |
| Vanguard Target Retirement Income Investor Shares | — | — | — | $85K | 0.2% |
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