Assets by plan
Share of aggregate retirement assets
- CO., INC. PENSION (#002)$25.7M
Filings through .
4 plans aggregated / $129.5M assets / 1,546 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Traditional DB
401(k)
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN | 401(k) | $54.3M | 470 | 2025 |
| #001 | GREENE, TWEED & CO., INC. UNION EMPLOYEES PENSION PLAN | Traditional DB | $30.1M | 527 | 2025 |
| #002 | GREENE, TWEED & CO., INC. PENSION PLAN | Traditional DB | $25.7M | 390 | 2025 |
| #003 | GREENE, TWEED & CO., INC. SAVINGS AND INVESTMENT PLAN | 401(k) | $19.4M | 159 | 2025 |