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Original filing (PDF)20251010161559NAL0004403219001
GREENPOINT TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
GREENPOINT TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
420
Accounts w/ balance
381
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.2M
How this plan invests
This plan
1 pooled trust
Schedule D
19 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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENPOINT TECHNOLOGIES, INC..
Plan sponsor
Name
GREENPOINT TECHNOLOGIES, INC.
EIN
91-1391048
Address
11724 NE 195TH STREET · SUITE 200 · BOTHELL, WA · 98011
Phone
(425) 416-6452
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LARSON GROSS ASSURANCE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $51K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $63 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $0 | — |
Investments
18 direct securities · 1 pooled fund· $33.2M(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
$31.2M
18 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund I Mutual fund | — | — | — | $6.5M | 19.7% | |
| T. Rowe Price Retirement 2035 Fund I Mutual fund | — | — | — | $5.4M | 16.2% | |
| T. Rowe Price Retirement 2045 Fund I Mutual fund | — | — | — | $5.0M | 14.9% | |
| T. Rowe Price Retirement 2040 Fund I Mutual fund | — | — | — | $3.6M | 10.8% | |
| T. Rowe Price Retirement 2025 Fund I Mutual fund | — | — | — | $3.1M | 9.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.0M | 6.0% | |
| Self-directed brokerage accounts Registered investment companies | — | — | — | $1.8M | 5.3% | |
| T. Rowe Price Retirement 2050 Fund I Mutual fund | — | — | — | $1.7M | 5.1% | |
| T. Rowe Price Retirement 2055 Fund I Mutual fund | — | — | — | $1.3M | 3.9% | |
| T. Rowe Price Retirement 2020 Fund I Mutual fund | — | — | — | $1.3M | 3.9% | |
| T. Rowe Price Retirement 2060 Fund I Mutual fund | — | — | — | $587K | 1.8% | |
| with various maturities through March 2042 - | — | — | — | $391K | 1.2% | |
| T. Rowe Price Retirement 2065 Fund I Mutual fund | — | — | — | $275K | 0.8% | |
| JP Morgan Large Cap Growth R6 Mutual fund | — | — | — | $138K | 0.4% | |
| Vanguard 500 Index Fd Admiral Mutual fund | — | — | — | $75K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $40K | 0.1% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $29K | <0.1% | |
| Vanguard Federal Money Market Fund Money market | — | — | — | $13K | <0.1% | |
| Vanguard Interm Trsy Fd Adm Cl Mutual fund | — | — | — | $3K | <0.1% |