The Greystone Programs, Inc. Retirement Plan
Sponsored by Greystone Programs, Inc. · EIN 141608318 · Plan #002
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 254
- With balances
- 192
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $41,594 |
| Focused Wealth Management Inc | Investment advisory (plan) | $15,155 |