How big is Greenleaf Global's plan?

Greenleaf Global's plan reported $147K in assets and 11 participants for 2024.

Original filing (PDF)20250731210613NAL0006540417001

Greenleaf Global

Name: Greenleaf Global — Greenleaf Global 401(k) P/S Plan, Form 5500 (2024)
Creator: Greenleaf Global
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenleaf Global 401(k) P/S Plan

401(k) retirement plan · Greenleaf Global's Greenleaf Global 401(k) P/S Plan held $147K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Derrick HO signed Greenleaf Global's 2024 Form 5500 as plan administrator.

Derrick HO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Greenleaf Global's EIN is 37-1972773.

EIN 37-1972773

Plan number 001

Plan year 2024

ACK ID 20250731210613NAL0006540417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greenleaf Global from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greenleaf Global's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (86th percentile).

Plan sponsor

Name

GREENLEAF GLOBAL

EIN

all filings

Address

23661 BIRTCHER DR · LAKE FOREST, CA · 92630

Phone

(949) 771-5471

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator