Claude Dalessandro signed Greystone Programs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greystone Programs, Inc.'s EIN is 14-1608318.
Download the official 2024 Form 5500 (PDF) for Greystone Programs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greystone Programs, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUSED WEALTH MANAGEMENT INC | 27-2575734 | — | ADVISOR | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity Freedom Index 2025 IPR | Mutual Funds | — | $50K | $923K | 17.3% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | $34K | $804K | 15.1% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | $25K | $506K | 9.5% | |
| Fidelity 500 Index Fund IPR | Common Collective Trusts | — | $2K | $505K | 9.5% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | $10K | $375K | 7.0% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | $14K | $370K | 6.9% | |
| Fidelity Freedom Index 2015 IPR | Mutual Funds | — | $22K | $315K | 5.9% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | $12K | $304K | 5.7% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | $6K | $167K | 3.1% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | $7K | $148K | 2.8% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | $8K | $132K | 2.5% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | $13K | $126K | 2.4% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | $8K | $87K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $2K | $84K | 1.6% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | $4K | $80K | 1.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $80K | $80K | 1.5% | |
| MONEY MARKET FUND * Fidelity Government Money Market | Mutual Funds | — | $61K | $61K | 1.1% | |
| JPMorgan Small Cap Growth Fund Class R6 | Other securities | — | $2K | $39K | 0.7% | |
| American Funds New Perspective Fund Class R6 444 | Mutual Funds | — | — | $28K | 0.5% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | $2K | $25K | 0.5% | |
| Fidelity Freedom Index 2010 IPR | Mutual Funds | — | $1K | $19K | 0.4% | |
| Fidelity Inflation-Prot Bd Index 303 | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Washington Mutual Inv Fund Class R-6 38 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisory Energy Fund 23 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
