Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREENBLOCK CAPITAL, LLC
EIN 47-1450130Management of Companies and EnterprisesLatest filing 2024
Plans
2
Retirement
2
$711K assets
Welfare
0
Participants
4
420 ROYAL PALM WAY, SUITE 100 - PALM BEACH, FL 33480412-721-5755
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $711K assets / 4 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#002
GREENBLOCK CAPITAL, LLC CASH BALANCE PLAN
CashBalance
Assets$452K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREENBLOCK CAPITAL, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$259K
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 | |
|---|---|---|---|---|---|---|
| 002 | GREENBLOCK CAPITAL, LLC CASH BALANCE PLAN | CashBalance | $452K | 2 | 2024 | |
| 001 | GREENBLOCK CAPITAL, LLC 401(K) PROFIT SHARING PLAN | 401k | $259K | 2 | 2024 |
Retirement plans