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Sponsor portfolio

GREY CONSULTING, LLC

EIN 85-3181458-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$644K assets
Welfare
0
Participants
5
19 EMILY LANE - EASTON, MA 02356617-694-2858
Plans on this EIN
2 filings
#001401k-$344K - 3 part#002CashBalance-$300K - 2 part

Retirement portfolio analytics

2 plans aggregated / $644K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN AND TRUST (#001)53%
  • PLAN AND TRUST (#002)47%
Total $644KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)3
  • PLAN AND TRUST (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GREY CONSULTING, LLC 401(K) PROFIT-SHARING PLAN AND TRUST

401k

Assets$344K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GREY CONSULTING, LLC CASH BALANCE PLAN AND TRUST

CashBalance

Assets$300K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GREY CONSULTING, LLC 401(K) PROFIT-SHARING PLAN AND TRUST401k$344K32024
002GREY CONSULTING, LLC CASH BALANCE PLAN AND TRUSTCashBalance$300K22024
Retirement plans
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