How big is Greene Wealth Management LLC's plan?

Greene Wealth Management LLC's plan reported $276K in assets and 7 participants for 2024.

Original filing (PDF)20250722054654NAL0002997600001

Greene Wealth Management LLC

Name: Greene Wealth Management LLC — Greene Wealth, Form 5500 (2024)
Creator: Greene Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greene Wealth Management 401(k) PS Plan

401(k) retirement plan · Greene Wealth Management LLC's Greene Wealth Management 401(k) PS Plan held $276K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

People on this filing

Nick Rice signed Greene Wealth Management LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Greene Wealth Management LLC's EIN is 20-1549320.

EIN 20-1549320

Plan number 002

Plan year 2024

ACK ID 20250722054654NAL0002997600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greene Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greene Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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