Plan Ledger DOL Form 5500 · updated monthly

Green Leaf, Inc.401(k)

GREEN LEAF, INC. 401K RETIREMENT PLAN · FONTANET, IN · plan year 2024

Reported admin expense ratio · 2024
0.39%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Green Leaf, Inc. reported $40,941 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,126 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.52% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (855th of 1,562), and 8,372nd of 13,661 in manufacturing. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has shrunk from 171 to 140 since 2022.

Plan summary
Net assets, end of year$10,977,883
Participants with balances139
Active participants140
Employer contributions$297,676
Employee contributions$527,611
Employer contribution per active participant$2,126
Average account balance$78,978
Benefits paid to participants$862,986
Plan auditUnmodified (clean) audit opinion
AuditorSACKRIDER & COMPANY, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 139 accts · $298K emplr
2023$9.9M · 155 accts · $292K emplr
2022$8.2M · 179 accts · $289K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,941
Total administrative$40,941
The Green Leaf, Inc. 401(k) match · 2024
Employer contribution per active participant$2,126
Median for plans this size$2,416
2024$2,126 per active participant
2023$1,897 per active participant
2022$1,691 per active participant

Green Leaf, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASCENSUS, LLC · Contract administrator · Recordkeeping$7,099
LPL FINANCIAL RPCP · Investment advisory (plan)$36,212
RETIREMENT PLAN CONCEPTS & SERVICES$2,700

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Vanguard

This plan has changed recordkeepers within these filings. If you left Green Leaf, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,941 · 0.39%
2023$42,630 · 0.47%
2022$40,489 · 0.52%
Same employer
Similar plansManufacturing · Indiana
Pia Automation US Inc IN$11.0M · 0.16%
Riverside Mfg., LLC IN$11.0M · 0.50%
Certor Sports, LLC IN$11.0M · 0.05%
Ogre Holdings, LLC IN$10.9M · 0.48%
Deflecto, LLC IN$10.8M · 0.48%
Pdq Workholding, LLC IN$10.8M · 0.15%
Ottenweller Company, Inc. IN$10.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351603995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.