Greenleaf Trust 401(k) Plan: Login, Facts & Contact Information
Greenleaf Trust 401(k) Login
57 former Greenleaf Trust employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Greenleaf Trust 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 25, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $7.47 million went into the plan in contributions, $2.18 million of it from the employer (29%).
- $6.50 million was paid out to participants.
- Investment and other income added $11.1 million.
- Administrative expenses were $68,269, about $229 per account.
How the Greenleaf Trust 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 210 | $46.9 million | $1.37 million | $2.71 million |
| 2020 | 222 | $59.7 million | $1.44 million | $1.45 million |
| 2021 | 223 | $72.2 million | $1.61 million | $1.57 million |
| 2022 | 256 | $60.8 million | $1.72 million | $4.28 million |
| 2023 | 280 | $78.1 million | $1.98 million | $1.56 million |
| 2024 | 305 | $90.0 million | $2.18 million | $6.50 million |
Greenleaf Trust 401(k) Contact Information
Questions about the Greenleaf Trust 401(k)
Does Greenleaf Trust contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.18 million, 29% of all contributions.
Does the Greenleaf Trust 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Greenleaf Trust 401(k) plan?
305 participants at the start of plan year 2024, 244 of them active employees, and 57 former employees who still had money in the plan.
What is the average 401(k) balance at Greenleaf Trust?
About $302,144 per account: $90.0 million in plan assets across 298 accounts with a balance at the end of plan year 2024.
Who manages the Greenleaf Trust 401(k) accounts?
Greenleaf Trust is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Greenleaf Trust. How do I access my 401(k)?
Your account stays with Greenleaf Trust after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.