Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLISON GRECO REALTY, LLC
EIN 82-4189643Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$935K assets
Welfare
0
Participants
8
1301 CHARLES STREET - BEAUFORT, SC 29902843-812-3136
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $935K assets / 8 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#001
ALLISON GRECO REALTY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$529K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLISON GRECO REALTY, INC DEFINED BENEFIT PLAN
CashBalance
Assets$406K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLISON GRECO REALTY, LLC 401(K) PROFIT SHARING PLAN | 401k | $529K | 4 | 2025 | |
| 002 | ALLISON GRECO REALTY, INC DEFINED BENEFIT PLAN | CashBalance | $406K | 4 | 2024 |
Retirement plans