Plan Ledger DOL Form 5500 · updated monthly

Greystone & Co., Inc.401(k)

GREYSTONE 401(K) SAVINGS PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Greystone & Co., Inc. reported $57,764 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,343 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 629th-largest of 5,648 plans among New York employers on file, and the 793rd of 4,798 in finance & insurance. In 2022, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$135,966,200
Participants with balances1,531
Active participants1,473
Employer contributions$6,397,528
Employee contributions$11,982,049
Employer contribution per active participant$4,343
Average account balance$88,809
Benefits paid to participants$12,842,588
Plan auditUnmodified (clean) audit opinion
AuditorMSL, P.A.
The Greystone & Co., Inc. 401(k) match · 2022
Employer contribution per active participant$4,343
Median for plans this size$3,449

Greystone & Co., Inc.'s 2022 employer contribution ran above the $3,449 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$57,764 · 0.04%
Similar plansFinance & Insurance · New York
Oscar Management Corporation NY$145.2M · 0.14%
Allen Operations LLC NY$136.2M · 0.00%
Flushing Bank NY$135.6M · 0.09%
Soros Fund Management LLC NY$133.1M · 0.04%
Ridgewood Savings Bank NY$132.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133743117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.