Original filing (PDF)20251015090039NAL0004134449001

GREENWICH INVESTMENT MANAGEMENT

Name: GREENWICH INVESTMENT MANAGEMENT — GREENWICH INVESTMENT MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: GREENWICH INVESTMENT MANAGEMENT

Form 5500-SF

FILING_RECEIVED

GREENWICH INVESTMENT MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREENWICH INVESTMENT MANAGEMENT.

Plan sponsor

Name

GREENWICH INVESTMENT MANAGEMENT

EIN

06-1565190all filings

Address

400 N. ASHLEY DRIVE · SUITE 3100 · TAMPA, FL · 33602

Phone

(727) 480-5118

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