Plan Snapshot
- Plan Sponsor: Greenleaf Corporation
- Sponsor EIN: 250910662
- Sponsor Address: 18695 GREENLEAF DRIVE, SAEGERTOWN, PA, 164331040
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $56.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 292 | $56.6M | $461,041 | $1.3M |
| 2023 | 298 | $51.3M | $460,150 | $1.3M |
| 2022 | 300 | $44.8M | $401,099 | $1.2M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $57,369 | — | $57,369 |
| ASCENSUS LLC | Other Service Provider | $40,715 | $2,714 | $43,429 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,798
- Estimated Expense Ratio: 0.178% 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 | $98,084 | $57,369 | $40,715 | — | — |
| 2023 | $127,033 | $88,929 | $38,104 | — | — |
| 2022 | $130,026 | $86,230 | $43,796 | — | — |