How big is Greenleaf Trust's plan?

Greenleaf Trust's plan reported $90.0M in assets and 244 participants for 2024.

Original filing (PDF)20250725092541NAL0005631825001

Greenleaf Trust

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

Form 5500

FILING_RECEIVED

Greenleaf Trust 401(k) Plan

401(k) retirement plan · Greenleaf Trust's Greenleaf Trust 401(k) Plan held $90.0M in plan assets for 244 participants in 2024.

Signals · 3

11% employer stockHigh average account balanceNo recordkeeper disclosed

Active participants

244

Accounts w/ balance

298

Plan assets (EOY)

$90.0M

Net assets (EOY)

$90.0M

Plan identifiers

Greenleaf Trust's EIN is 38-3416104.

EIN 38-3416104

Plan number 001

Plan year 2024

ACK ID 20250725092541NAL0005631825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

GREENLEAF TRUST

EIN

all filings

Address

211 SOUTH ROSE STREET · KALAMAZOO, MI · 49007

Phone

(269) 388-9800

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

35 direct securities· $90.0M(100% of reported assets)

Other securities

$40.8M

24 holdings

Common Collective Trusts

$22.2M

3 holdings

Mutual Funds

$16.0M

6 holdings

Cash / Money Market

$11.0M

2 holdings

					% of plan
Vanguard 500 Index Admiral Share	Common Collective Trusts	—	—	$18.8M	20.9%
Segregated accounts Segregated Accounts Common stock, exchange traded funds, U.S. government notes, money market fund	Cash / Money Market	—	—	$9.7M	10.8%
T. Rowe Price Retirement 2040 Fund	Other securities	—	—	$6.6M	7.3%
T. Rowe Price Retirement 2045 Fund	Other securities	—	—	$6.3M	7.0%
T. Rowe Price Retirement 2030 Fund	Other securities	—	—	$4.5M	5.0%
T. Rowe Price Growth Stock Fund	Other securities	—	—	$4.3M	4.8%
Vanguard Short-Term Investment Grade Admiral	Mutual Funds	—	—	$3.9M	4.3%
T. Rowe Price Retirement 2050 Fund	Other securities	—	—	$3.5M	3.9%
Vanguard Total International Stock Index Admiral	Mutual Funds	—	—	$3.5M	3.9%
Vanguard Total Bond Market Admiral Shares	Mutual Funds	—	—	$3.4M	3.8%
Vanguard Mid Cap Index Admiral Shares	Mutual Funds	—	—	$3.0M	3.3%
Vanguard Small Cap Index Fund Admiral	Common Collective Trusts	—	—	$2.8M	3.2%
Blackrock Equity Dividend Institutional	Other securities	—	—	$2.6M	2.8%
T. Rowe Price	Other securities	—	—	$2.4M	2.7%
Wasatach Core Growth	Other securities	—	—	$1.6M	1.7%
T. Rowe Price Retirement 2060 Fund	Other securities	—	—	$1.4M	1.6%
William Blair Large Cap Growth	Other securities	—	—	$1.4M	1.5%
Money Market Fund Northern Trust Institutional Treasury Portfolio	Cash / Money Market	—	—	$1.3M	1.4%
Vanguard Intermediate Term Treasury Admiral	Mutual Funds	—	—	$1.2M	1.4%
Hartford International Opportunities	Other securities	—	—	$1.2M	1.3%
T. Rowe Price Mid-Cap Value Fund	Other securities	—	—	$1.1M	1.2%
T. Rowe Price Retirement 2020 Fund	Other securities	—	—	$1.0M	1.1%
PIMCO Total Return Fund	Mutual Funds	—	—	$951K	1.1%
Delaware Investments Emerging Markets	Other securities	—	—	$885K	1.0%
Vanguard Intl Emerging Equity Index Fd	Common Collective Trusts	—	—	$618K	0.7%
T. Rowe Price Spectrum Conserv. Alloc	Other securities	—	—	$435K	0.5%
JPMorgan Mid Cap Value	Other securities	—	—	$357K	0.4%
T. Rowe Price Retirement Balanced	Other securities	—	—	$318K	0.4%
Delaware Investments Small Cap Value	Other securities	—	—	$315K	0.3%
Hartford Mid Cap	Other securities	—	—	$222K	0.2%
T. Rowe Price Retirement 2065 Fund	Other securities	—	—	$176K	0.2%
T. Rowe Price Retirement 2055 Fund	Other securities	—	—	$94K	0.1%
Credit Suisse Commodity Return Strategy Fund	Other securities	—	—	$44K	<0.1%
T. Rowe Price Retirement 2025 Fund	Other securities	—	—	$24K	<0.1%
T. Rowe Price Retirement 2035 Fund	Other securities	—	—	$22K	<0.1%