Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
GRAYBILL WEALTH MANAGEMENT, LTD.
EIN 36-2681052Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
8
135 S COTTAGE HILL AVE - ELMHURST, IL 601263330630-941-9460
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M 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
GRAYBILL WEALTH MANAGEMENT, LTD CASH OR DEFERRED PSP & TRUST
401k
Assets$5.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRAYBILL WEALTH MANAGEMENT, LTD. RETIREMENT PLAN AND TRUST
CashBalance
Assets$1.3M
Participants3
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 | GRAYBILL WEALTH MANAGEMENT, LTD CASH OR DEFERRED PSP & TRUST | 401k | $5.4M | 5 | 2025 | |
| 002 | GRAYBILL WEALTH MANAGEMENT, LTD. RETIREMENT PLAN AND TRUST | CashBalance | $1.3M | 3 | 2025 |
Retirement plans