Original filing (PDF)20251223134059NAL0011144977001

Greene, Tweed & Company, Inc.

Name: Greene, Tweed & Company, Inc. — Greene, Tweed & Co., Form 5500 (2024)
Creator: Greene, Tweed & Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Greene, Tweed & Co., Inc. Union Employees Pension Plan

Defined-benefit pension plan · Greene, Tweed & Company, Inc.'s Greene, Tweed & Co., Inc. Union Employees Pension Plan held $30.1M in plan assets for 220 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

220

Accounts w/ balance

—

Plan assets (EOY)

$30.1M

Net assets (EOY)

$29.7M

How this plan invests

This plan

2 pooled trusts

Schedule D

188 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

100

Plan health

n/a

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GREENE, TWEED & COMPANY, INC.

EIN

all filings

Address

2075 DETWILER ROAD · P.O. BOX 305 · KULPSVILLE, PA · 194430305

Phone

(215) 256-9521

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-12-23

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

188 direct securities · 2 pooled funds· $29.4M(98% of reported assets)

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.

Bonds / Notes

$20.4M

148 holdings

Common Collective Trust

$3.1M

2 holdings

Common Stocks

$2.2M

14 holdings

U.S. Treasuries

$1.6M

11 holdings

Other securities

$1.4M

11 holdings

Cash / Money Market

$325K

1 holding

Structured Credit (CLO/ABS)

$223K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Wells Fargo / Allspring$524K JPMorgan$304K Goldman Sachs$296K MetLife$103K Prudential / PGIM$94K Morgan Stanley$79K State Street / SPDR$70K

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Corporate Bonds

$76K

1 holding

					% of plan
WILMINGTON TRUST DB GR INST WILMINGTON TRUST, N.A · EIN 82-0737797 / PN 187	Common Collective Trust	—	$2.5M	$3.0M	9.8%
U S Treasury Bd Cpn Strip 0.000% 08/15/2054 DD 08/15/24	Bonds / Notes	—	$892K	$804K	2.7%
U S Treasury Bd Cpn Strip 0.000% 02/15/2046 DD 02/16/16	Bonds / Notes	—	$776K	$540K	1.8%
U S Treasury Bd Cpn Strip 0.000% 02/15/2045 DD 02/17/15	Bonds / Notes	—	$739K	$522K	1.7%
U S Treasury Bond 4.250% 02/15/2054 DD 02/15/24	U.S. Treasuries	—	$518K	$511K	1.7%
U S Treasury Bd Cpn Strip 0.000% 02/15/2044 DD 02/18/14	Bonds / Notes	—	$703K	$508K	1.7%
U S Treasury Bd Cpn Strip 0.000% 02/15/2047 DD 02/15/17	Bonds / Notes	—	$718K	$503K	1.7%
U S Treasury Bd Cpn Strip 0.000% 02/15/2048 DD 02/15/18	Bonds / Notes	—	$686K	$425K	1.4%
Apple Inc 4.375% 05/13/2045 DD 05/13/15	Bonds / Notes	—	$503K	$362K	1.2%
U S Treasury Bd Cpn Strip 0.000% 02/15/2049 DD 02/15/19	Bonds / Notes	—	$576K	$326K	1.1%
Money Market Funds Allspring Government Money Market	Cash / Money Market	—	$325K	$325K	1.1%
Jpmorgan Chase & Co VAR RT 07/24/2038 DD 07/24/17	Common Stocks	—	$366K	$304K	1.0%
Bank Of America Corp VAR RT 06/14/2029 DD 06/14/21	Common Stocks	—	$304K	$300K	1.0%
U S Treasury Bd Cpn Strip 0.000% 02/15/2050 DD 02/18/20	Bonds / Notes	—	$541K	$298K	1.0%
Goldman Sachs Group Inc/The VAR RT 01/27/2032 DD 01/27/21	Common Stocks	—	$324K	$296K	1.0%
U S Treasury Bd Cpn Strip 0.000% 11/15/2054 DD 11/15/24	Bonds / Notes	—	$283K	$276K	0.9%
Santander Drive Auto Recei 3 C 4.490% 08/15/2029 DD 05/18/22	Bonds / Notes	—	$275K	$274K	0.9%
Comcast Corp 4.250% 01/15/2033 DD 01/14/13	Bonds / Notes	—	$315K	$270K	0.9%
Unitedhealth Group Inc 4.625% 07/15/2035 DD 07/23/15	Bonds / Notes	—	$332K	$266K	0.9%
Golub Capital Pa 47A A1Ar 144A VAR RT 08/05/2037 DD 07/16/24	Other securities	—	$250K	$250K	0.8%
Manufacturers & Traders Trust 3.400% 08/17/2027 DD 08/17/17	Bonds / Notes	—	$258K	$242K	0.8%
American Tower Corp 2.750% 01/15/2027 DD 10/03/19	Bonds / Notes	—	$257K	$242K	0.8%
U S Treasury Bd Cpn Strip 0.000% 05/15/2044 DD 05/15/14	Bonds / Notes	—	$246K	$242K	0.8%
Ameren Illinois Co 3.700% 12/01/2047 DD 11/28/17	Bonds / Notes	—	$316K	$237K	0.8%
U S Treasury Bd Cpn Strip 0.000% 08/15/2052 DD 08/15/22	Bonds / Notes	—	$289K	$236K	0.8%
Amazon.Com Inc 2.500% 06/03/2050 DD 06/03/20	Bonds / Notes	—	$346K	$232K	0.8%
Fremf 2018-K80 Mort K80 C 144A VAR RT 08/25/2050 DD 09/01/18	Other securities	—	$247K	$232K	0.8%
U S Treasury Bd Cpn Strip 0.000% 08/15/2051 DD 08/16/21	Bonds / Notes	—	$330K	$227K	0.8%
U S Treasury Note 4.250% 11/15/2034 DD 11/15/24	U.S. Treasuries	—	$215K	$215K	0.7%
Anheuser-Busch Inbev Worldwide 5.450% 01/23/2039 DD 01/23/19	Bonds / Notes	—	$212K	$213K	0.7%
Pnc Bank Na 4.050% 07/26/2028 DD 07/26/18	Bonds / Notes	—	$216K	$201K	0.7%
Wells Fargo & Co 4.300% 07/22/2027 DD 07/22/15	Bonds / Notes	—	$221K	$199K	0.7%
Pfizer Investment Enterprises 5.300% 05/19/2053 DD 05/19/23	Bonds / Notes	—	$211K	$194K	0.6%
Fremf 2017-K71 Mort K71 C 144A VAR RT 11/25/2050 DD 12/01/17	Other securities	—	$198K	$189K	0.6%
Berkshire Hathaway Finance Cor 4.300% 05/15/2043 DD 05/15/13	Bonds / Notes	—	$241K	$185K	0.6%
Corebridge Financial Inc VAR RT 12/15/2052 DD 12/15/22	Common Stocks	—	$184K	$184K	0.6%
Haleon Us Capital Llc 3.625% 03/24/2032 DD 09/24/22	Bonds / Notes	—	$180K	$184K	0.6%
Prologis Lp 5.000% 03/15/2034 DD 01/25/24	Bonds / Notes	—	$185K	$184K	0.6%
Dte Electric Co 2.950% 03/01/2050 DD 02/26/20	Bonds / Notes	—	$262K	$182K	0.6%
Verizon Communications Inc 4.400% 11/01/2034 DD 10/29/14	Bonds / Notes	—	$204K	$179K	0.6%
U S Treasury Bond 4.500% 02/15/2044 DD 02/15/24	U.S. Treasuries	—	$179K	$177K	0.6%
Florida Power & Light Co 4.050% 10/01/2044 DD 09/10/14	Bonds / Notes	—	$256K	$177K	0.6%
Walmart Inc 4.500% 09/09/2052 DD 09/09/22	Bonds / Notes	—	$189K	$176K	0.6%
Home Depot Inc/The 4.500% 12/06/2048 DD 12/06/18	Bonds / Notes	—	$258K	$176K	0.6%
Bnp Paribas Sa 144A VAR RT 01/13/2031 DD 01/13/20	Common Stocks	—	$187K	$169K	0.6%
Microsoft Corp 2.921% 03/17/2052 DD 03/17/21	Bonds / Notes	—	$258K	$163K	0.5%
EB TEMP INV FD 1.147% 12/31/2049 DD NEW YORK LIFE · EIN 99-6115960 / PN 001	Common Collective Trust	—	$161K	$161K	0.5%
Bmo 2023-C7 A5 6.160% 12/15/2056 DD 12/01/23	Bonds / Notes	—	$149K	$155K	0.5%
Commonwealth Edison Co 3.700% 03/01/2045 DD 03/02/15	Bonds / Notes	—	$193K	$154K	0.5%
Boston Gas Co 144A 3.001% 08/01/2029 DD 07/29/19	Bonds / Notes	—	$165K	$153K	0.5%

1–50 of 190

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$29.6M · 226 participants