Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE GREYSON GROUP, LLC
EIN 45-5482854management consultingLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
5
10120 TWO NOTCH ROAD, SUITE 2 PMB 183 - COLUMBIA, SC 29223855-235-0405greysongroup.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M 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
GREYSON GROUP 401(K) PLAN
401k
Assets$918K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE GREYSON GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$270K
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 | GREYSON GROUP 401(K) PLAN | 401k | $918K | 3 | 2025 | |
| 002 | THE GREYSON GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $270K | 2 | 2025 |
Retirement plans