Plan Snapshot
- Plan Sponsor: Greenleaf Trust
- Sponsor EIN: 383416104
- Sponsor Address: 211 SOUTH ROSE STREET, KALAMAZOO, MI, 49007
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $90.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 244 | $90.0M | $2.2M | $3.1M |
| 2023 | 238 | $78.1M | $2.0M | $2.8M |
| 2022 | 219 | $60.8M | $1.7M | $2.4M |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, LLC — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $68,269 | $68,269 | — | — | — |
| 2023 | $57,078 | — | — | — | — |
| 2022 | $53,859 | — | — | — | — |