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  2. Greenleaf Trust

Filings through Oct 24, 2026.

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Greenleaf Trust

EIN 38-3416104-financial services-Latest filing 2025
Plans
1
Retirement
1
$108.1M assets
Health & Benefits
0
Participants
314
211 SOUTH ROSE STREET - KALAMAZOO, MI 49007269-388-9800greenleaftrust.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$108.1M - 314 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

GREENLEAF TRUST NATIONAL ASSOCIATION 401(K) PLAN

401(k)

Assets$108.1M
Participants314
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GREENLEAF TRUST NATIONAL ASSOCIATION 401(K) PLAN401(k)$108.1M3142025
  • GREENLEAF TRUST NATIONAL ASSOCIATION 401(K) PLAN$108.1M
    #001 · 401(k) · 2025314
Retirement plans
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