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Original filing (PDF)20251010120623NAL0007679041001
GREEN DIAMOND RESOURCE COMPANY
Form 5500
FILING_RECEIVED
GREEN DIAMOND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
378
Accounts w/ balance
583
Plan assets (EOY)
$114.9M
Net assets (EOY)
$114.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREEN DIAMOND RESOURCE COMPANY.
Plan sponsor
Name
GREEN DIAMOND RESOURCE COMPANY
EIN
91-2172199
Address
1301 FIFTH AVENUE · SUITE 2700 · SEATTLE, WA · 98101
Phone
(206) 224-5818
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $82K | — |
| MORGAN STANLEY GLOBAL BANKING | — | BALTIMORE, MD | NONE | $29K | — |
| BAKER TILLY US, LLP | — | CHICAGO, IL | NONE | $22K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $109 | — |
Investments
24 direct securities · 5 pooled funds· $114.0M(99% 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
$83.8M
24 holdings
Common Collective Trust
$30.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $13.4M | 11.7% | |
| VANGUARD, TARGET RTMT 2025 INV Registered Investment Company | — | — | — | $11.2M | 9.7% | |
| VANGUARD, TARGET RTMT 2040 INV Registered Investment Company | — | — | — | $9.7M | 8.5% | |
| VANGUARD, TARGET RTMT 2035 INV Registered Investment Company | — | — | — | $7.1M | 6.2% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 94-3405567 / PN 001 | Common Collective Trust | — | — | $6.8M | 6.0% | |
| VANGUARD SMALL CAP INDEX, ADM Registered Investment Company | — | — | — | $6.7M | 5.9% | |
| T ROWE PRICE GOVERNMT MONEY I Registered Investment Company | — | — | — | $5.9M | 5.1% | |
| VANGUARD, TARGET RTMT 2030 INV Registered Investment Company | — | — | — | $5.8M | 5.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5.7M | 4.9% | |
| VANGUARD TARGET RTMT 2045 INV Registered Investment Company | — | — | — | $5.3M | 4.6% | |
| VANGUARD TARGET RTMT 2055 INV Registered Investment Company | — | — | — | $4.2M | 3.7% | |
| VANGUARD TARGET RTMT 2050 INV Registered Investment Company | — | — | — | $4.0M | 3.5% | |
| VANGUARD, TARGET RTMT 2020 INV Registered Investment Company | — | — | — | $3.8M | 3.3% | |
| VANGUARD TOTAL BOND INDEX ADM Registered Investment Company | — | — | — | $3.6M | 3.1% | |
| TRP INTEGRATED US SM-CAP GR EQ Registered Investment Company | — | — | — | $2.5M | 2.2% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 94-3405569 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.1% | |
| MFS NEW DISCOVERY VALUE R6 Registered Investment Company | — | — | — | $2.2M | 1.9% | |
| VANGUARD MID CAP VALUE IDX ADM Registered Investment Company | — | — | — | $2.0M | 1.8% | |
| VANGUARD TARGET RTMT 2060 INV Registered Investment Company | — | — | — | $1.9M | 1.6% | |
| BLACKROCK MSCI ACWI EXUS IND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 33-6371939 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.6% | |
| PGIM TOTAL RETURN BOND Z Registered Investment Company | — | — | — | $1.7M | 1.5% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS Common stock, registered investment companies, interest-bearing cash | — | — | — | $1.4M | 1.2% | |
| BLACKROCK MIDCAP GROWTH EQ K Registered Investment Company | — | — | — | $1.2M | 1.1% | |
| MFS INTL DIVERSIFICATION R6 Registered Investment Company | — | — | — | $1.1M | 0.9% | |
| VANGUARD, TARGET RTMT INC INV Registered Investment Company | — | — | — | $841K | 0.7% | |
| VANGUARD TARGET RTMT 2065 INV Registered Investment Company | — | — | — | $780K | 0.7% | |
| through July 2034 - | — | — | — | $750K | 0.7% | |
| COHEN & STEERS INSTL REALTY Registered Investment Company | — | — | — | $10K | <0.1% | |
| AMERICAN FUNDS INFLATION Registered Investment Company | — | — | — | $10K | <0.1% |
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