How big is Green Financial Group's plan?

Green Financial Group's plan reported $8K in assets and 5 participants for 2024.

Original filing (PDF)20250718090642NAL0002067952001

Green Financial Group

Name: Green Financial Group — Green Financial Group 401(k), Form 5500 (2024)
Creator: Green Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Green Financial Group 401(k) Plan

401(k) retirement plan · Green Financial Group's Green Financial Group 401(k) Plan held $8K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Marcus Bowie signed Green Financial Group's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Green Financial Group's EIN is 80-0241693.

EIN 80-0241693

Plan number 001

Plan year 2024

ACK ID 20250718090642NAL0002067952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Green Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Green Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREEN FINANCIAL GROUP.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off