How big is Greystone Financial Group, LLC's plan?

Greystone Financial Group, LLC's plan reported $2.7M in assets and 23 participants for 2024.

Original filing (PDF)20250714093530NAL0001226304001

Greystone Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Greystone Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Greystone Financial Group, LLC's Greystone Financial Group, LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Kristie Guadiano signed Greystone Financial Group, LLC's 2024 Form 5500 as plan administrator.

Kristie Guadiano — 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

Greystone Financial Group, LLC's EIN is 47-5308851.

EIN 47-5308851

Plan number 002

Plan year 2024

ACK ID 20250714093530NAL0001226304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Greystone Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREYSTONE FINANCIAL GROUP, 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