Plan Ledger DOL Form 5500 · updated monthly

Greystone Select Incorporated401(k)

GREYSTONE 401(K) SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Greystone Select Incorporated reported $101,425 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,062 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 1 year on file its reported administrative ratio rose from 0.03% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 458th-largest of 5,648 plans among New York employers on file, and the 572nd of 4,798 in finance & insurance. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$207,040,067
Participants with balances1,456
Active participants1,330
Employer contributions$6,732,869
Employee contributions$13,263,202
Employer contribution per active participant$5,062
Average account balance$142,198
Benefits paid to participants$16,115,629
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$207.0M · 1,456 accts · $6.7M emplr
2023$172.9M · 1,475 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,425
Total administrative$101,425
The Greystone Select Incorporated 401(k) match · 2024
Employer contribution per active participant$5,062
Median for plans this size$3,635
2024$5,062 per active participant
2023$5,228 per active participant

Greystone Select Incorporated's 2024 employer contribution ran above the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$103,388

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

Administrative cost history2
2024$101,425 · 0.05%
2023$45,058 · 0.03%
Same employer
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Unicredit Bank AG, Ny Branch NY$220.2M · 0.01%
Moore Capital Management, LP NY$209.4M · 0.01%
Angelo, Gordon & Co., LP NY$204.4M · 0.02%
Instinet Incorporated NY$200.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832201161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.