Plan Snapshot
- Plan Sponsor: Greystar Management Services, LLC.
- Sponsor EIN: 363858273
- Sponsor Address: 600 EAST LAS COLINAS BOULEVARD, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 20,689
- Total Assets: $757.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 20,689 | $757.4M | $33.6M | $82.0M |
| 2023 | 18,399 | $597.9M | $27.0M | $67.7M |
| 2022 | 15,934 | $450.2M | $22.5M | $60.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY, P.C. | Auditor | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.001% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,944,375 | $21,341 | $1,915,034 | $8,000 | — |
| 2023 | $1,793,339 | — | $1,773,339 | $20,000 | — |
| 2022 | $1,757,535 | — | $1,731,535 | — | $26,000 |