Plan Ledger DOL Form 5500 · updated monthly

Greystone Employee Services, LLC401(k)

GREYSTONE EMPLOYEE SERVICES, LLC 401(K) PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Greystone Employee Services, LLC reported $50,564 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,217 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.

Across the 2 years on file its reported administrative ratio fell from 0.25% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,526th-largest of 5,688 plans among Texas employers on file, and the 4,119th of 11,654 in professional & technical services. In 2024, employees put in $3.58 for every $1.00 the employer contributed; active participation has grown from 79 to 133 since 2022.

Plan summary
Net assets, end of year$30,458,998
Participants with balances115
Active participants133
Employer contributions$294,910
Employee contributions$1,056,781
Employer contribution per active participant$2,217
Average account balance$264,861
Benefits paid to participants$4,028,921
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $104K emplr
2024$30.5M · 115 accts · $295K emplr
2023$28.8M · 104 accts · $341K emplr
2022$26.6M · 104 accts · $321K emplr
Administrative expenses, itemized · 2024
Investment management$32,439
Audit (IQPA)$18,125
Total administrative$50,564
The Greystone Employee Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,217
Median for plans this size$2,416
2024$2,217 per active participant
2023$3,917 per active participant
2022$4,062 per active participant

Greystone Employee Services, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$32,439
WHITLEY PENN LLP · Accounting / audit$18,125

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$50,564 · 0.17%
2023$52,076 · 0.19%
2022$72,406 · 0.25%
Similar plansProfessional & Technical Services · Texas
Vlk Architects, Inc. TX$30.7M · 0.03%
Mntn Digital, Inc. TX$30.5M · 0.03%
Neste US, Inc. TX$30.4M · 0.13%
L.A. Fuess Partners, Inc. TX$30.1M · 0.22%
Englobal Corporation TX$29.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464353334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.