Back to filter
Original filing (PDF)20250416075040NAL0009157698001
GREENLEAF BOOK GROUP, LLC
Form 5500-SF
FILING_RECEIVED
GREENLEAF BOOK GROUP 401(K) PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
55
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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 GREENLEAF BOOK GROUP, LLC.
Plan sponsor
Name
GREENLEAF BOOK GROUP, LLC
EIN
45-2693464
Address
P.O. BOX 91869 · AUSTIN, TX · 78709
Phone
(512) 891-6100
Industry
Information / Tech / Mediasee all
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
2025-04-16
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)
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 Information / Tech / Media plans
O NEIL & ASSOCIATES, INC.
O'NEIL & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.4M · 138 participants
CHARTER FINANCIAL PUBLISHING N
CHARTER FINANCIAL PUBLISHING N 401(K) PROFIT SHARING PLAN & TRUST
$5.0M · 22 participants
BL RANKINGS, LLC
BL RANKINGS, LLC 401(K) PLAN
$5.5M · 100 participants
H.P. KOPPLEMANN, INC.
H.P. KOPPLEMANN, INC. SAVINGS AND RETIREMENT PLAN
$5.7M · 39 participants
EDUCATIONAL DEVELOPMENT CORP.
EDUCATIONAL DEVELOPMENT EMPLOYEE 401(K) PLAN
$5.7M · 85 participants
ITP OF USA, INC.
ITP OF USA, INC. RETIREMENT PLAN
$4.7M · 37 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants