Plan Ledger DOL Form 5500 · updated monthly

Greenleaf Hospitality Group, Inc.401(k)

GREENLEAF HOSPITALITY GROUP, INC. 401(K) PLAN · KALAMAZOO, MI · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Greenleaf Hospitality Group, Inc. reported $84,843 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,463 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 rose from 0.55% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,213th-largest of 2,619 plans among Michigan employers on file, and the 385th of 2,240 in accommodation & food services. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 271 to 506 since 2022.

Plan summary
Net assets, end of year$15,824,258
Participants with balances645
Active participants506
Employer contributions$740,135
Employee contributions$1,313,271
Employer contribution per active participant$1,463
Average account balance$24,534
Benefits paid to participants$1,071,625
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 645 accts · $740K emplr
2023$13.0M · 482 accts · $664K emplr
2022$10.2M · 481 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,527
Investment management$48,316
Total administrative$84,843
The Greenleaf Hospitality Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,463
Median for plans this size$2,416
2024$1,463 per active participant
2023$1,395 per active participant
2022$1,753 per active participant

Greenleaf Hospitality Group, 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 · 20241
GREENLEAF TRUST · Recordkeeping · Trustee$84,843

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

Recordkeeper by year2
2024GREENLEAF TRUST
2023GREENLEAF TRUST

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

Administrative cost history3
2024$84,843 · 0.59%
2023$61,005 · 0.53%
2022$64,196 · 0.55%
Same employer
Similar plansAccommodation & Food Services · Michigan
Patton Wings, Inc. MI$14.0M · 0.63%
Tsfr Apple Venture LLC MI$12.2M · 0.56%
Crystal Enterprises, Inc. MI$9.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383507653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.