Plan Snapshot
- Plan Sponsor: Green Leaf, INC.
- Sponsor EIN: 351603995
- Sponsor Address: 9490 N BALDWIN ST, FONTANET, IN, 47851
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 140
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $11.0M | $297,676 | $527,611 |
| 2023 | 154 | $9.9M | $292,208 | $515,171 |
| 2022 | 171 | $8.2M | $289,124 | $465,086 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Investment Advisor | $36,212 | — | $36,212 |
| ASCENSUS, LLC | Recordkeeper | $7,099 | — | $7,099 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,311
- Estimated Expense Ratio: 0.395% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $40,941 | — | — | — | — |
| 2023 | $42,630 | — | — | — | — |
| 2022 | $40,489 | — | $40,489 | — | — |