Sponsor portfolio
GREENWALD INVESTMENTS LLC RET PLAN
EIN 65-0726039investment managementLatest filing 2025
Plans
1
Retirement
1
$798K assets
Welfare
0
Participants
1
9807 VIA VERGA ST - LAKE WORTH, FL 334676163954-818-9494greenwaldinvestments.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREENWALD INVESTMENTS LLC RET PLAN PLAN AND TRUST | 401k | $798K | 1 | 2025 |
Retirement plans