Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PARISI GRAY WEALTH MANAGEMENT LLC
EIN 81-4740426financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
10
5 COLD HILL ROAD, SOUTH, SUITE 1 - MENDHAM, NJ 07945973-358-4923parisigray.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 10 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
PARISI GRAY WEALTH MANAGEMENT LLC PENSION PLAN
CashBalance
Assets$3.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PARISI GRAY WEALTH MANAGEMENT RETIREMENT PLAN
401k
Assets$1.7M
Participants7
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 | PARISI GRAY WEALTH MANAGEMENT LLC PENSION PLAN | CashBalance | $3.3M | 3 | 2025 | |
| 003 | PARISI GRAY WEALTH MANAGEMENT RETIREMENT PLAN | 401k | $1.7M | 7 | 2025 |
Retirement plans