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Original filing (PDF)20260318115355NAL0003858419001
GREENWOOD GENETIC CENTER, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR GREENWOOD GENETIC CENTER
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
195
Accounts w/ balance
253
Plan assets (EOY)
$38.0M
Net assets (EOY)
$38.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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.
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 GREENWOOD GENETIC CENTER, INC..
Plan sponsor
Name
GREENWOOD GENETIC CENTER, INC.
EIN
57-0604070
Address
101 GREGOR MENDEL CIRCLE · GREENWOOD, SC · 296462316
Phone
(864) 941-8125
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
Investments
31 direct securities · 1 pooled fund· $37.8M(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
$37.8M
31 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN MIDCAP R6 FUND | — | — | $0 | $5.6M | 14.6% | |
| FIDELITY BLUE CHIP GRTH K6 FD | — | — | $0 | $5.6M | 14.6% | |
| PUTNAM LARGE CAP VALUE R6 FUND | — | — | $0 | $5.1M | 13.4% | |
| UNDISC MGRS BEHAV VALUE R6 FD | — | — | $0 | $2.1M | 5.5% | |
| AM FDS 2010 TRGT DTE RTM R6 FD | — | — | $0 | $2.0M | 5.3% | |
| AM FDS AM HI-INC TRS R6 FUND | — | — | $0 | $2.0M | 5.2% | |
| FIDELITY INTL GROWTH FUND | — | — | $0 | $1.9M | 4.9% | |
| DODGE & COX INCOME X FUND | — | — | $0 | $1.8M | 4.8% | |
| AM FDS 2020 TRGT DTE RTM R6 FD | — | — | $0 | $1.2M | 3.3% | |
| AM FDS 2015 TRGT DTE RTM R6 FD | — | — | $0 | $1.1M | 2.9% | |
| AM FDS 2025 TRGT DTE RTM R6 FD | — | — | $0 | $1.0M | 2.8% | |
| FIDELITY MID CP INDEX FUND | — | — | $0 | $953K | 2.5% | |
| PRIN FIXED INC GUAR OPTION | — | — | $0 | $930K | 2.4% | |
| FIDELITY SMALL CAP GRWTH K6 FD | — | — | $0 | $899K | 2.4% | |
| GLDMAN SACHS INTL EQ INC R6 FD | — | — | $0 | $867K | 2.3% | |
| FIDELITY US BOND INDEX FUND | — | — | $0 | $653K | 1.7% | |
| AM FDS 2055 TRGT DTE RTM R6 FD | — | — | $0 | $653K | 1.7% | |
| AM FDS 2050 TRGT DTE RTM R6 FD | — | — | $0 | $599K | 1.6% | |
| VICTORY SYCAMORE EST VAL R6 FD | — | — | $0 | $463K | 1.2% | |
| AM FDS 2045 TRGT DTE RTM R6 FD | — | — | $0 | $435K | 1.1% | |
| AM FDS 2065 TRGT DTE RTM R6 FD | — | — | $0 | $411K | 1.1% | |
| FIDELITY TOTAL INT IDX FUND | — | — | $0 | $381K | 1.0% | |
| FIDELITY 500 INDEX FUND | — | — | $0 | $284K | 0.7% | |
| VANGUARD TREASURY MM INV FD | — | — | $0 | $254K | 0.7% | |
| FIDELITY SM CAP INDEX FUND | — | — | $0 | $231K | 0.6% | |
| AM FDS 2060 TRGT DTE RTM R6 FD | — | — | $0 | $221K | 0.6% | |
| AM FDS 2070 TRGT DTE RTM R6 FD | — | — | $0 | $109K | 0.3% | |
| DFA REAL ESTATE SECS I FD | — | — | $0 | $50K | 0.1% | |
| AM FDS 2030 TRGT DTE RTM R6 FD | — | — | $0 | $45K | 0.1% | |
| AM FDS 2040 TRGT DTE RTM R6 FD | — | — | $0 | $37K | <0.1% | |
| AM FDS 2035 TRGT DTE RTM R6 FD | — | — | $0 | $659 | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% |