Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREENBERG ADVISORS, LLC
EIN 26-4427655investment bankingLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
8
200-A MONROE STREET, SUITE 210 - ROCKVILLE, MD 20850301-576-4000greenberg-advisors.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 8 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
GREENBERG ADVISORS, LLC 401(K) PLAN
401k
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GREENBERG ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREENBERG ADVISORS, LLC 401(K) PLAN | 401k | $3.2M | 6 | 2024 | |
| 002 | GREENBERG ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 2 | 2024 |
Retirement plans