How big is Greenwald Investments LLC RET Plan's plan?

Greenwald Investments LLC RET Plan's plan reported $708K in assets and 1 participants for 2024.

Original filing (PDF)20250721092902NAL0000478227001

Greenwald Investments LLC RET Plan

Name: Greenwald Investments LLC RET Plan — Greenwald, Form 5500 (2024)
Creator: Greenwald Investments LLC RET Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenwald Investments LLC RET Plan Plan and Trust

401(k) retirement plan · Greenwald Investments LLC RET Plan's Greenwald Investments LLC RET Plan Plan and Trust held $708K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$708K

Net assets (EOY)

$708K

People on this filing

Brett Greenwald signed Greenwald Investments LLC RET Plan's 2024 Form 5500 as plan administrator.

Brett Greenwald — 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

Greenwald Investments LLC RET Plan's EIN is 65-0726039.

EIN 65-0726039

Plan number 001

Plan year 2024

ACK ID 20250721092902NAL0000478227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greenwald Investments LLC RET Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greenwald Investments LLC RET Plan's plan includes ERISA 404(c) participant direction, a 401(k) feature.

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.

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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