How big is Graystone Partners Wealth Management, LLC's plan?

Graystone Partners Wealth Management, LLC's plan reported $765K in assets for 2025.

Original filing (PDF)20260120140036NAL0001320051001

Graystone Partners Wealth Management, LLC

Name: Graystone Partners Wealth Management, LLC — Form 5500 Plan 001 (2025)
Creator: Graystone Partners Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Graystone Partners Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Graystone Partners Wealth Management, LLC's Graystone Partners Wealth Management, LLC 401(k) Plan reported $765K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

Plan identifiers

Graystone Partners Wealth Management, LLC's EIN is 84-3400053.

EIN 84-3400053

Plan number 001

Plan year 2025

ACK ID 20260120140036NAL0001320051001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Graystone Partners Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Graystone Partners Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAYSTONE PARTNERS WEALTH MANAGEMENT, 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