Plan Ledger DOL Form 5500 · updated monthly

Greenleaf Corporation401(k)

GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN · SAEGERTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Greenleaf Corporation reported $98,084 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,579 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 0.25% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 714th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,879th of 13,661 in manufacturing. In 2024, employees put in $2.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,550,839
Participants with balances376
Active participants292
Employer contributions$461,041
Employee contributions$1,263,779
Employer contribution per active participant$1,579
Average account balance$150,401
Benefits paid to participants$4,632,602
Plan auditUnmodified (clean) audit opinion
AuditorSCHAFFNER KNIGHT & MINNAUGH COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$56.6M · 376 accts · $461K emplr
2023$51.3M · 392 accts · $460K emplr
2022$44.8M · 386 accts · $401K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,715
Investment management$57,369
Total administrative$98,084
The Greenleaf Corporation 401(k) match · 2024
Employer contribution per active participant$1,579
Median for plans this size$3,635
2024$1,579 per active participant
2023$1,544 per active participant
2022$1,337 per active participant

Greenleaf Corporation's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$40,715
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$57,369

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
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$98,084 · 0.18%
2023$127,033 · 0.26%
2022$130,026 · 0.25%
Same employer
Similar plansManufacturing · Pennsylvania
Jep Management, Inc. PA$58.3M · 0.05%
Paperworks Industries, Inc. PA$57.5M · 0.08%
McLanahan Corporation PA$57.4M · 0.05%
Lamtec Corporation PA$56.3M · 0.06%
Cleaveland/Price, Inc. PA$54.6M · 0.27%
Solar Atmospheres Inc. PA$54.4M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250910662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.