Greeley And Hansen Pension Plan
Sponsored by Greeley And Hansen, Llc · EIN 361164980 · Plan #001
- Total assets
- $148K
- Net assets
- $131K
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer (Us) Llc | Recordkeeping | $664,922 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $118,964 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $51,375 |
| Cap Financial Partners Llc | Investment management, Direct payment from the plan | $31,921 |
| Littler Mendelson Pc | Legal, Direct payment from the plan | $28,704 |