Peter GODA signed Green Leaf, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Green Leaf, Inc.'s EIN is 35-1603995.
Download the official 2024 Form 5500 (PDF) for Green Leaf, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Green Leaf, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, LLC | 11-3665754 | — | RECORDKEEPER | $7K | — |
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IN | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RPCP | 04-3046611 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Funds 70,780.256 shares | Mutual Funds | — | $71K | $1.9M | 16.9% | |
| Vanguard Target Retirement 2030 Fund Mutual Funds 44,164.735 shares | Mutual Funds | — | $44K | $1.8M | 16.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds 17,748.793 shares | Mutual Funds | — | $18K | $841K | 7.7% | |
| JPMorgan Large Cap Growth R6 Mutual Funds 8,057.966 shares | Other securities | — | $8K | $738K | 6.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds 21,357.086 shares | Mutual Funds | — | $21K | $698K | 6.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds 30,119.005 shares | Mutual Funds | — | $30K | $607K | 5.5% | |
| JPMorgan Equity Income R6 Mutual Funds 21,650.630 shares | Other securities | — | $22K | $547K | 5.0% | |
| Fidelity 500 Index Fund Mutual Funds 2,443.579 shares | Common Collective Trusts | — | $2K | $538K | 4.9% | |
| Janus Henderson Triton N Mutual Funds 14,055.673 shares | Mutual Funds | — | $14K | $398K | 3.6% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds 6,068.512 shares | Mutual Funds | — | $6K | $374K | 3.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds 6,297.327 shares | Mutual Funds | — | $6K | $358K | 3.3% | |
| T. Rowe Price Overseas Stock I Mutual Funds 23,990.788 shares | Other securities | — | $24K | $350K | 3.2% | |
| s - continued Vanguard Target Retirement 2050 Fund Mutual Funds 6,076.602 shares | Mutual Funds | — | $6K | $336K | 3.1% | |
| PIMCO Income Instl Mutual Funds 24,196.639 shares | Mutual Funds | — | $24K | $260K | 2.4% | |
| iShares Russell 2000 SmCap Ind K Mutual Funds 8,262.446 shares | Common Collective Trusts | — | $8K | $202K | 1.8% | |
| American Funds New World - R6 Mutual Funds 2,097.489 shares | Mutual Funds | — | $2K | $185K | 1.7% | |
| Fidelity Advisor Total Bond Z Mutual Funds 17,381.404 shares | Mutual Funds | — | $17K | $166K | 1.5% | |
| Vanguard Strategic Equity Inv Mutual Funds 3,968.815 shares | Mutual Funds | — | $4K | $150K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds 3,921.010 shares | Mutual Funds | — | $4K | $146K | 1.3% | |
| DFA Real Estate Securities Portfolio I Mutual Funds 3,398.012 shares | Mutual Funds | — | $3K | $137K | 1.2% | |
| Goldman Sachs Sm Cap Val Insights R6 Mutual Funds 1,760.069 shares | Other securities | — | $2K | $95K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds 3,125.715 shares | Mutual Funds | — | $3K | $88K | 0.8% | |
| iShares U.S. Aggregate Bond Index K Mutual Funds 6,340.740 shares | Other securities | — | $6K | $57K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds 598.727 shares | Mutual Funds | — | — | $18K | 0.2% | |
| Cash Equivalents Morley Stable Value Fund Fee Class 125 Money Market Fund 612.509 shares | Stable Value | — | — | $16K | 0.1% | |
| Vanguard Target Retirement Income Fund Mutual Funds 491.982 shares | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $36K |
| — |
