How big is GREY Street Advisors LLC's plan?

GREY Street Advisors LLC's plan reported $373K in assets and 4 participants for 2024.

Original filing (PDF)20250722114702NAL0003054096001

GREY Street Advisors LLC

Name: GREY Street Advisors LLC — Form 5500 (2024)
Creator: GREY Street Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · GREY Street Advisors LLC held $373K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

People on this filing

Michele Harris signed GREY Street Advisors LLC's 2024 Form 5500 as plan administrator.

Michele Harris — 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

GREY Street Advisors LLC's EIN is 84-3760127.

EIN 84-3760127

Plan number 001

Plan year 2024

ACK ID 20250722114702NAL0003054096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GREY Street Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GREY Street Advisors 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 GREY STREET ADVISORS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

GREY STREET ADVISORS LLC

EIN

all filings

Address

1310 TUTOR LANE · EVANSVILLE, IN · 47715

Phone

(812) 477-7990

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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