What public Form 5500 filings show about the Green Leaf Financial and Insurance Services 401(k) plan — and how to find and check your own account.
Green Leaf Financial and Insurance Services (EIN 26-0264841) reports GREEN LEAF FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $783K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Green Leaf Financial and Insurance Services filing — schedules, fees, and providers.
Green Leaf Financial and Insurance Services’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Green Leaf Financial and Insurance ServicesHR for the recordkeeper’s name and login.
