How big is Greenleaf Capital Partners' plan?

Greenleaf Capital Partners' plan reported $214K in assets and 6 participants for 2025.

Original filing (PDF)20260429221138NAL0017400368017

Greenleaf Capital Partners

Name: Greenleaf Capital Partners — Greenleaf Capital, Form 5500 (2025)
Creator: Greenleaf Capital Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenleaf Capital Partners 401(k) Plan

401(k) retirement plan · Greenleaf Capital Partners' Greenleaf Capital Partners 401(k) Plan held $214K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

Plan identifiers

Greenleaf Capital Partners' EIN is 45-5425822.

EIN 45-5425822

Plan number 001

Plan year 2025

ACK ID 20260429221138NAL0017400368017

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Greenleaf Capital Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Greenleaf Capital Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CAPITAL PARTNERS.

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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

Knocking points off