401k Record

Providers › Greenleaf Trust

Greenleaf Trust

Plans listing this provider

33

0.06% of the 56,420 plans with Schedule H financials; 33 in 2023

Assets of those plans

$1,019,388,288

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

32

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$11,088,640

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
57Redemption fees32
64Recordkeeping fees30
15Recordkeeping and information management29
21Trustee (bank, trust company or similar)29
38Participant communication29
65Account maintenance fees27
37Participant loan processing17
28Investment management1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Landscape Forms, Inc. Profit Sharing PlanrecordkeeperLandscape Forms $112,980,375802$55,766
Mercantile Bank 401(k) PlanrecordkeeperMercantile Bank $109,845,929884$291,479
Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings PlanMiller Johnson Snell & Cummiskey P.L.C. $95,645,900204$24,080
JRS USA 401k PlanrecordkeeperJ. Rettenmaier USA $74,470,2631,002$216,171
Zeigler Auto Group, Inc. Employee's 401(k) PlanrecordkeeperZeigler Auto Group $72,947,0772,866$484,891
Paragon Health, P.C. Profit Sharing 401(k) PlanrecordkeeperParagon Health $62,616,920236$105,164
Thermal Tech Engineering, Inc. Profit Sharing / Savings Retirement PlanrecordkeeperThermal Tech Engineering $56,010,306208$75,764
Special-lite, Inc. Retirement and Savings Plan and TrustrecordkeeperSpecial-lite $42,301,968399$78,569
Schupan & Sons, Inc. Profit Sharing and 401(k) Savings PlanrecordkeeperSchupan & Sons $39,988,690648$133,158
East Jordan Plastics Inc. 401(k) PlanrecordkeeperEast Jordan Plastics $39,207,207440$47,835
Paragon Die & Engineering Co Retirement SVGS PLrecordkeeperParagon Die & Engineering $34,120,788211$104,208
IMI Holding Corporation 401(k) Profit Sharing PlanrecordkeeperIndustrial Magnetics $28,638,131284$116,837
Great Lakes Orthopaedic Center 401(k) Profit Sharing PlanrecordkeeperGreat Lakes Orthopaedic Center $26,763,356101$84,890
Consumers Concrete Corporation 401(k) Retirement PlanrecordkeeperConsumers Concrete $21,328,381270$8,322,483
Big Dutchman, Inc. Profit Sharing PlanrecordkeeperBig Dutchman $18,664,535183$39,100
RJG Technologies, Inc. 401(k) Profit Sharing PlanrecordkeeperRJG Technologies $16,831,804121$55,359
EPI Printers, Inc. 401(k) PlanrecordkeeperEPI Printers $16,340,780313$74,769
Dermatology Associates of West Michigan, PLC Profit Sharing PlanrecordkeeperDermatology Associates of West Michigan $16,244,597131$21,172
Greenleaf Hospitality Group, Inc. 401(k) PlanrecordkeeperGreenleaf Hospitality Group $15,824,258645$84,843
Motion Dynamics Corporation 401(k) Profit Sharing PlanrecordkeeperMotion Dynamics Holdings $15,562,111268$83,092
Imperial Beverage Company 401(k) Salary ReductionrecordkeeperCKL $13,760,905203$71,101
Family & Children Services, Inc. Retirement PlanrecordkeeperFamily & Children Services $12,363,023136$51,628
First National Bank of Michigan 401k PlanrecordkeeperFirst National Bancorp $9,581,939106$40,179
Preston Feather Building Centers 401(k) Profit Sharing PlanrecordkeeperPreston Feather Building Centers $9,343,975139$46,646
Linn Products, Inc. Employee Deferred Compensation PlanrecordkeeperLinn Products $8,686,855147$36,006

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.