AUMdb

Green Leaf, Inc. 401 K Retirement Plan

Sponsored by Green Leaf, Inc. · EIN 351603995 · Plan #001

Total assets
$11.0M
Net assets
$11.0M
Active participants
140
With balances
139

Plan year beginning 08/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (plan) $36,212
Ascensus, Llc Contract administrator, Recordkeeping, Recordkeeping fees $7,099
Retirement Plan Concepts & Services Recordkeeping fees $2,700