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Original filing (PDF)20251014103650NAL0002646081001
GREENLIGHT FINANCIAL TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
GREENLIGHT 401(K) PLAN
401(k) retirement plan
Active participants
299
Accounts w/ balance
500
Plan assets (EOY)
$32.4M
Net assets (EOY)
$32.4M
How this plan invests
This plan
37 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
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENLIGHT FINANCIAL TECHNOLOGY, INC..
Plan sponsor
Name
GREENLIGHT FINANCIAL TECHNOLOGY, INC.
EIN
47-2550478
Address
303 PEACHTREE ST NE · SUITE 4300 · ATLANTA, GA · 30308
Phone
(404) 434-8883
Industry
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Investments
37 direct securities· $32.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2050 IPR Registered Investment Company | — | — | — | $7.4M | 22.9% | |
| FID FDM IDX 2055 IPR Registered Investment Company | — | — | — | $7.1M | 21.9% | |
| FID FDM IDX 2060 IPR Registered Investment Company | — | — | — | $5.6M | 17.3% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $3.5M | 10.7% | |
| FID FDM IDX 2045 IPR Registered Investment Company | — | — | — | $2.3M | 7.0% | |
| FID FDM IDX 2040 IPR Registered Investment Company | — | — | — | $1.6M | 5.0% | |
| VICT NASDAQ 100 R6 Registered Investment Company | — | — | — | $953K | 2.9% | |
| BrokerageLink: Unit | — | — | — | $714K | 2.2% | |
| FID FDM IDX 2035 IPR Registered Investment Company | — | — | — | $527K | 1.6% | |
| FID FDM IDX 2065 IPR Registered Investment Company | — | — | — | $334K | 1.0% | |
| FID FDM IDX 2030 IPR Registered Investment Company | — | — | — | $301K | 0.9% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $216K | 0.7% | |
| BrokerageLink: Common Stock | — | — | — | $204K | 0.6% | |
| FID FDM IDX 2025 IPR Registered Investment Company | — | — | — | $197K | 0.6% | |
| Participant Loans Interest rates range from 4.25% - 9.50% | — | — | — | $157K | 0.5% | |
| FID GROWTH STRAT K6 Registered Investment Company | — | — | — | $146K | 0.5% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $132K | 0.4% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $129K | 0.4% | |
| DFA INF PRT SEC PORT Registered Investment Company 12 IS R SM/MD-CAP IDX K Registered Investment Company | — | — | — | $128K | 0.4% | |
| Fid Govt Mmkt Money Market | — | — | — | $127K | 0.4% | |
| AF BALANCED R6 Registered Investment Company | — | — | — | $99K | 0.3% | |
| DFA SM CAP GRTH INST Registered Investment Company | — | — | — | $92K | 0.3% | |
| AF AMER MUTUAL R6 Registered Investment Company | — | — | — | $77K | 0.2% | |
| DFA US TARGET VAL I Registered Investment Company | — | — | — | $75K | 0.2% | |
| AF NEW PERSPECT R6 Registered Investment Company | — | — | — | $64K | 0.2% | |
| FID MULTI ASSET IDX Registered Investment Company | — | — | — | $55K | 0.2% | |
| BrokerageLink: Fidelity Fund | — | — | — | $44K | 0.1% | |
| DFA REAL EST SEC I Registered Investment Company | — | — | — | $35K | 0.1% | |
| AF NEW WORLD R6 Registered Investment Company | — | — | — | $27K | <0.1% | |
| AF HIGH INCOME R6 Registered Investment Company | — | — | — | $27K | <0.1% | |
| DFA INTL VALUE I Registered Investment Company | — | — | — | $21K | <0.1% | |
| BrokerageLink: Cash | — | — | — | $21K | <0.1% | |
| FID FDM IDX 2020 IPR Registered Investment Company | — | — | — | $13K | <0.1% | |
| BLKRK 40/60 TA K Registered Investment Company | — | — | — | $8K | <0.1% | |
| AF BOND FD AMER R6 Registered Investment Company | — | — | — | $7K | <0.1% | |
| DFA US VECTOR EQ I Registered Investment Company | — | — | — | $4K | <0.1% | |
| DODGE & COX GLB BD X Registered Investment Company | — | — | — | $2K | <0.1% |
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