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Original filing (PDF)20251216113043NAL0004047200001
GREELEY AND HANSEN, LLC
Form 5500
FILING_RECEIVED
GREELEY AND HANSEN PENSION PLAN
Defined-benefit pension plan
Signals · 3
Late filing · 1.0 mo100% in single holding~60555 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$148K
Net assets (EOY)
$131K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- Top holding "Charles Schwab Schwab Government Money Fund" is 100% of plan.
- 60555 bps in Schedule C fees — 38226% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREELEY AND HANSEN, LLC.
Plan sponsor
Name
GREELEY AND HANSEN, LLC
EIN
36-1164980
Address
100 SOUTH WACKER DRIVE, SUITE 1400 · CHICAGO, IL · 60606
Phone
(312) 558-9000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-16
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LITTLER MENDELSON PC | 94-2602731 | — | ATTORNEY | $29K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) LLC | 13-2834414 | — | NONE | $665K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $119K | — |
| RSM US LLP | 42-0714325 | — | NONE | $51K | — |
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $32K | — |
Investments
1 direct security· $148K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Government Money Fund | — | — | $148K | $148K | 100.0% |
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