Plan Snapshot
- Plan Sponsor: Greystone Employee Services, LLC
- Sponsor EIN: 464353334
- Sponsor Address: 200 E. LAS COLINES BLVD, SUITE 1000, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 133 | $30.5M | $294,910 | $1.1M |
| 2023 | 87 | $28.8M | $340,736 | $1.1M |
| 2022 | 79 | $26.6M | $320,880 | $1.0M |
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 |
|---|---|---|---|---|
| WHITLEY PENN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $88,820 | $24,769 | — | — | — |
| 2024 | $50,564 | $32,439 | — | $18,125 | — |
| 2023 | $52,076 | $32,409 | — | $19,667 | — |
| 2022 | $72,406 | — | $72,406 | — | — |