How big is Greenvest, LLC's plan?

Greenvest, LLC's plan reported $4.3M in assets and 35 participants for 2025.

Original filing (PDF)20260522083439NAL0006587954001

Greenvest, LLC

Name: Greenvest, LLC — Greenvest, LLC 401(k) Plan, Form 5500 (2025)
Creator: Greenvest, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenvest, LLC 401(k) Plan

401(k) retirement plan · Greenvest, LLC's Greenvest, LLC 401(k) Plan held $4.3M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

William Mertz signed Greenvest, LLC's 2025 Form 5500 as plan administrator.

William Mertz — 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

Greenvest, LLC's EIN is 52-2100903.

EIN 52-2100903

Plan number 001

Plan year 2025

ACK ID 20260522083439NAL0006587954001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Greenvest, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Greenvest, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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