How big is Greenlee Partners, LLC's plan?

Greenlee Partners, LLC's plan reported $3.8M in assets and 8 participants for 2024.

Original filing (PDF)20250908095541NAL0032513040001

Greenlee Partners, LLC

Name: Greenlee Partners, LLC — Greenlee Partners, LLC, Form 5500 (2024)
Creator: Greenlee Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenlee Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Greenlee Partners, LLC's Greenlee Partners, LLC 401(k) Profit Sharing Plan held $3.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Greenlee Partners, LLC's EIN is 23-2397280.

EIN 23-2397280

Plan number 001

Plan year 2024

ACK ID 20250908095541NAL0032513040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greenlee Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greenlee Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREENLEE PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

GREENLEE PARTNERS, LLC

EIN

all filings

Address

230 STATE ST · HARRISBURG, PA · 17101

Phone

(717) 236-0443

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator