Plan Ledger DOL Form 5500 · updated monthly

Greenleaves Capital, LLC401(k)

PHARR 401(K) PLAN · MCADENVILLE, NC · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

Greenleaves Capital, LLC reported $62,845 in plan administrative expenses for 2022: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,978 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 0.32% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 802nd-largest of 2,005 plans among North Carolina employers on file, and the 6,536th of 13,661 in manufacturing. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,136,830
Participants with balances284
Active participants15
Employer contributions$59,677
Employee contributions$153,408
Employer contribution per active participant$3,978
Average account balance$60,341
Benefits paid to participants$2,201,479
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 157 accts · $73K emplr
2023$15.1M · 285 accts · $61K emplr
2022$17.1M · 284 accts · $60K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$62,845
Total administrative$62,845
The Greenleaves Capital, LLC 401(k) match · 2022
Employer contribution per active participant$3,978
Median for plans this size$2,266
2024$1,521 per active participant
2023$4,082 per active participant
2022$3,978 per active participant

Greenleaves Capital, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$46,954 · 0.31%
2023$53,758 · 0.33%
2022$62,845 · 0.32%
Same employer
Similar plansManufacturing · North Carolina
Tera Recon, Inc. NC$18.6M · 0.38%
Schneider Mills, Inc NC$17.5M · 0.47%
The Mitchell Gold Co. NC$17.1M · 0.55%
Jowat Corporation NC$16.9M · 0.16%
Noel Group, LLC NC$16.9M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560419352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.