Original filing (PDF)20250721092902NAL0000478227001

GREENWALD INVESTMENTS LLC RET PLAN

Name: GREENWALD INVESTMENTS LLC RET PLAN — GREENWALD INVESTMENTS LLC RET PLAN PLAN AND TRUST, Form 5500 (2024)
Creator: GREENWALD INVESTMENTS LLC RET PLAN

Form 5500-SF

FILING_RECEIVED

GREENWALD INVESTMENTS LLC RET PLAN PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$708K

Net assets (EOY)

$708K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREENWALD INVESTMENTS LLC RET PLAN.

Plan sponsor

Name

GREENWALD INVESTMENTS LLC RET PLAN

EIN

65-0726039

Address

9807 VIA VERGA ST · LAKE WORTH, FL · 334676163

Phone

(954) 818-9494

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator