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Original filing (PDF)20250723160737NAL0002148867001
GREEN MOUNTAIN TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
GREEN MOUNTAIN TECHNOLOGY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
117
Accounts w/ balance
172
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Adm Vanguard 0" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREEN MOUNTAIN TECHNOLOGY, LLC.
Plan sponsor
Name
GREEN MOUNTAIN TECHNOLOGY, LLC
EIN
62-1779719
Address
5860 RIDGEWAY CENTER PKWY · SUITE 401 · MEMPHIS, TN · 38120
Phone
(901) 203-8793
Industry
Custom Computer Programming· 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
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
30 direct securities· $21.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $5.6M | 26.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.7M | 12.7% | |
| JPMorgan Investor Growth R6 JPMorgan 0 | — | — | — | $2.2M | 10.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.2M | 10.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.6M | 7.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 5.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $967K | 4.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $838K | 3.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $726K | 3.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $581K | 2.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $568K | 2.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $432K | 2.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $344K | 1.6% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $315K | 1.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $313K | 1.5% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $150K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $119K | 0.6% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $118K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $109K | 0.5% | |
| AB Small Cap Growth Portfolio Adv Alliance Bernstein 0 | — | — | — | $97K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 925 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $89K | 0.4% | |
| Fidelity Real Estate Index Fidelity 0 | — | — | — | $79K | 0.4% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $57K | 0.3% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $27K | 0.1% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $25K | 0.1% | |
| American Funds New World R6 American Funds 0 | — | — | — | $20K | <0.1% | |
| JPMorgan Investor Balanced R6 JPMorgan 0 | — | — | — | $16K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| Allspring Special Small Cap Value R6 Allspring 0 | — | — | — | $4K | <0.1% | |
| JPMorgan Investor Growth & Income R6 JPMorgan 0 564 JPMorgan Investor Conservative Growth R6 JPMorgan 0 | — | — | — | $2K | <0.1% |
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