Greylock Pension Plan
Sponsored by Greylock Federal Credit Union · EIN 042230576 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 273
- With balances
- 327
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $3,491 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |