Greenleaf Corporation Savings And Retirement Plan
Sponsored by Greenleaf Corporation · EIN 250910662 · Plan #001
- Total assets
- $56.6M
- Net assets
- $56.6M
- Active participants
- 292
- With balances
- 376
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan | $57,369 |
| Ascensus Llc | Other commissions, Participant loan processing, Recordkeeping fees | $40,715 |