How big is New Leaf LLC's plan?

New Leaf LLC's plan reported $527K in assets and 5 participants for 2024.

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Original filing (PDF)20250528113214NAL0012817888001

New Leaf LLC

Name: New Leaf LLC — Form 5500 (2024)
Creator: New Leaf LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Leaf LLC

401(k) retirement plan · New Leaf LLC held $527K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$527K

Net assets (EOY)

$527K

People on this filing

Aoibh Greene signed New Leaf LLC's 2024 Form 5500 as plan administrator.

Aoibh Greene — 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

New Leaf LLC's EIN is 83-2528648.

EIN 83-2528648

Plan number 001

Plan year 2024

ACK ID 20250528113214NAL0012817888001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

NEW LEAF LLC

EIN

all filings

Address

39 PARK PL · STE 100 · APPLETON, WI · 54914

Phone

(920) 997-0668

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

2025-05-28

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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