Assets by plan
Share of aggregate retirement assets
Filings through .
The Greyson Group, LLC
EIN 45-5482854management consultingLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GREYSON GROUP 401(K) PLAN
401(k)
Assets$918K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE GREYSON GROUP, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$270K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GREYSON GROUP 401(K) PLAN | 401(k) | $918K | 3 | 2025 |
| #002 | THE GREYSON GROUP, LLC CASH BALANCE PENSION PLAN | Cash balance | $270K | 2 | 2025 |
- #001 · 401(k) · 20253
- #002 · Cash balance · 20252
Retirement plans