Greystone Employee Services, Llc 401(k) Plan
Sponsored by Greystone Employee Services, Llc · EIN 464353334 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $64,051 |
| Ubs Financial Services Inc | Investment advisory (plan) | $24,768 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251128095655NAL0003729795001 |
| 01/01/2024 | $30.5M | 133 | ack 20250819163626NAL0004167824001 |