Back to filter
Original filing (PDF)20250609142253NAL0012367379001
ELLIOTT GREENLEAF, P.C.
Form 5500-SF
FILING_RECEIVED
ELLIOTT GREENLEAF, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
53
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIOTT GREENLEAF, P.C..
Plan sponsor
Name
ELLIOTT GREENLEAF, P.C.
EIN
23-2617189
Address
925 HARVEST DR · SUITE 300 · BLUE BELL, PA · 194221956
Phone
(215) 977-1000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
ELLIOTT GREENLEAF, P.C.
EIN
23-2617189
City
BLUE BELL, PA
Phone
(215) 977-1000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
HEWSON & VAN HELLEMONT, P.C.
HEWSON & VAN HELLEMONT, P.C. 401(K) PROFIT SHARING PLAN
$14.2M · 94 participants
FAFINSKI MARK & JOHNSON
FAFINSKI MARK & JOHNSON, P.A. 401(K) PLAN
$14.2M · 47 participants
COUCH WHITE LLP
COUCH WHITE LLP PROFIT SHARING AND 401(K) PLAN AND TRUST
$14.2M · 54 participants
SHAMBERG, JOHNSON, BERGMAN, CHARTER
SHAMBERG, JOHNSON & BERGMAN, CHARTERED PROFIT SHARING PLAN
$14.2M · 15 participants
WORSEK & VIHON, LLP
W & V PROFIT SHARING & SAVINGS PLAN
$14.2M · 39 participants
KLEIN DENATALE GOLDNER COOPER
KLEIN DENATALE GOLDNER COOPER ROSENLIEB & KIMBALL LLP 401(K) P
$14.2M · 62 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B