How big is Greystones Consulting Group LLC's plan?

Greystones Consulting Group LLC's plan reported $2.0M in assets and 30 participants for 2024.

Original filing (PDF)20250613100747NAL0017793985001

Greystones Consulting Group LLC

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

Form 5500-SF

FILING_RECEIVED

Greystones Group 401(k) Plan

401(k) retirement plan · Greystones Consulting Group LLC's Greystones Group 401(k) Plan held $2.0M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Julie Lofreddo signed Greystones Consulting Group LLC's 2024 Form 5500 as plan administrator.

Julie Lofreddo — 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

Greystones Consulting Group LLC's EIN is 83-0420407.

EIN 83-0420407

Plan number 003

Plan year 2024

ACK ID 20250613100747NAL0017793985001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Greystones Consulting Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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