Plan Snapshot
- Plan Sponsor: Green Leaf Payroll & Business Solutions, INC.
- Sponsor EIN: 825075921
- Sponsor Address: 410 SOUTH MELROSE DRIVE, VISTA, CA, 92081
- Plan Type: 401(k)
- Total Participants: 1,747
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,747 | $5.1M | $283,027 | $2.0M |
| 2022 | 712 | $1.6M | $160,058 | $539,613 |
| 2021 | 34 | $14,587 | $0 | $14,707 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, CP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2023 | $65,629 | $19,711 | — | — | — |
| 2022 | $2,223 | $1,798 | $425 | — | — |
| 2021 | — | — | — | — | — |