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Original filing (PDF)20250923130944NAL0002572547001
GREEN EXPERT TECHNOLOGY
Form 5500
FILING_RECEIVED
GREEN EXPERT TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
208
Accounts w/ balance
237
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREEN EXPERT TECHNOLOGY.
Plan sponsor
Name
GREEN EXPERT TECHNOLOGY
EIN
45-2809826
Address
30 WASHINGTON AVENUE · SUITE D-1 · HADDONFIELD, NJ · 08033
Phone
(609) 760-1548
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-23
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RPCP | 04-3046611 | — | NONE | $26K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
36 direct securities · 1 pooled fund· $8.6M(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.
Uncategorized
$8.5M
36 holdings
Common Collective Trust
$112K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.5M | 17.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 12.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.1M | 12.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $953K | 11.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $935K | 10.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $709K | 8.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $460K | 5.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $323K | 3.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $321K | 3.8% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $215K | 2.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $179K | 2.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $147K | 1.7% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $112K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $99K | 1.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $87K | 1.0% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $50K | 0.6% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $50K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $39K | 0.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $38K | 0.4% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $36K | 0.4% | |
| BlackRock Emerging Markets K BlackRock 0 | — | — | — | $21K | 0.2% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $20K | 0.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $20K | 0.2% | |
| Schwab International Index Select Schwab 0 | — | — | — | $19K | 0.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $19K | 0.2% | |
| Baird Aggregate Bond Inst Baird 0 | — | — | — | $18K | 0.2% | |
| BlackRock 60/40 Target Alloc K BlackRock 0 | — | — | — | $16K | 0.2% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $14K | 0.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $13K | 0.2% | |
| BlackRock 80/20 Target Alloc K BlackRock 0 | — | — | — | $13K | 0.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $10K | 0.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| BlackRock 20/80 Target Alloc K BlackRock 0 | — | — | — | $3K | <0.1% | |
| DFA Real Estate Securities Portfolio I DFA 0 138 Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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