How big is Greenberg Advisors, LLC's plan?

Greenberg Advisors, LLC's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20251013161735NAL0003646482001

Greenberg Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Greenberg Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Greenberg Advisors, LLC's Greenberg Advisors, LLC Cash Balance Plan held $1.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Greenberg Advisors, LLC's EIN is 26-4427655.

EIN 26-4427655

Plan number 002

Plan year 2024

ACK ID 20251013161735NAL0003646482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greenberg Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greenberg Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREENBERG ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score