Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
GREENSTONE PARTNERS & CO LLC
EIN 20-2921598Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$719K assets
Welfare
0
Participants
5
60 E SIR FRANCIS DRAKE BLVD STE 300 - LARKSPUR, CA 94939415-634-6721
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $719K assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GREENSTONE PARTNERS & CO LLC 401(K) PLAN & TRUST
401k
Assets$510K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GREENSTONE PARTNERS & CO LLC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$209K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREENSTONE PARTNERS & CO LLC 401(K) PLAN & TRUST | 401k | $510K | 3 | 2025 | |
| 002 | GREENSTONE PARTNERS & CO LLC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $209K | 2 | 2025 |
Retirement plans