Greenwald Investments LLC RET Plan 401(k) Plan

The Greenwald Investments LLC RET Plan 401(k) on its latest Form 5500

Greenwald Investments LLC RET Plan (EIN 65-0726039) reports GREENWALD INVESTMENTS LLC RET PLAN PLAN AND TRUST on its most recent Form 5500, with $708K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Greenwald Investments LLC RET Plan filing — schedules, fees, and providers.

Who runs the Greenwald Investments LLC RET Plan 401(k)?

Greenwald Investments LLC RET Plan’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Greenwald Investments LLC RET PlanHR for the recordkeeper’s name and login.

How to check your Greenwald Investments LLC RET Plan 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Greenwald Investments LLC RET Plan HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).