AUMdb

Greystar 401(k) Plan

Sponsored by Greystar Management Services, Llc. · EIN 363858273 · Plan #001

Total assets
$757M
Net assets
$757M
Active participants
20,689
With balances
36,181

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $1,915,069
Morgan Stanley Global Investment advisory (plan), Direct payment from the plan $21,341
Weinstein Spira Accounting, Direct payment from the plan $8,000