Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Greenspring Advisors, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 54 retirement plans with 100 or more participants reported paying Greenspring Advisors, LLC $5,000 or more. Those plans cover 39,014 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.9M. Per plan, the median was $81.05 per participant, with the middle half of plans between $40.27 and $137. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Maryland (29), Georgia (10) and Florida (3).
In 2018 it appeared on 32 such filings; in 2024, 55. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $40.27 | $81.05 | $137 |
| Compensation as a share of plan net assets | 0.08% | 0.12% | 0.18% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Willscot 401(k) Plan | Williams Scotsman, Inc. | AZ | 5,493 | $285M | $15K |
| Chimes International Limited 403(b) Plan | Chimes International Limited | MD | 3,725 | $62.6M | $71K |
| Finthrive 401(k) Plan | Finthrive | TX | 2,346 | $184M | $50K |
| DS Smith North America 401(k) Plan | DS Smith North America | GA | 2,159 | $124M | $41K |
| Savista 401(k) Plan | Savista, LLC | GA | 1,988 | $81.3M | $42K |
| Education Affiliates, Inc. 401(k) Plan | Education Affiliates, Inc. | MD | 1,980 | $46.7M | $40K |
| World Relief 401(k) Plan | World Relief | MD | 1,511 | $36.5M | $52K |
| Coronis Health Employee Retirement Savings Plan & Trust | Coronis Global LLC | MI | 1,267 | $49.3M | $52K |
| Carnegie Institution of Washington Retirement Plan | Carnegie Institution of Washington | DC | 1,207 | $242M | $76K |
| The PSMC Companies 401(k) and Profit Sharing Plan | Morris & Ritchie Associates, Inc. | MD | 1,168 | $71.1M | $41K |
| Ingleside 401(k) Plan | Westminster Ingleside King Farm Presbyterian Rtrmt Communities, Inc. | MD | 1,006 | $19.6M | $39K |
| Integra Connect, LLC 401(k) Profit Sharing Plan & Trust | Integra Connect Newco, LLC | FL | 836 | $38.4M | $7,733 |
| Kingspan Holdings Panels US Inc. 401(k) Plan | Kingspan Holdings Panels US Inc. | FL | 721 | $41.9M | $47K |
| 403(b) Thrift Plan for Penn-Mar Organization Inc. DBA Penn-Mar Human Services | Penn-Mar Organization, Inc. DBA Penn-Mar Human Services | MD | 635 | $19.1M | $34K |
| PRGX 401(k) Plan | PRGX USA, Inc. | GA | 604 | $96.4M | $74K |
| Student Conservation Association Inc. 403(b) Plan | Student Conservation Association Inc. | VA | 564 | $11.1M | $31K |
| Thomas Eye Group, P.C. 401(k) Plan | Thomas Eye Group, P.C. | GA | 559 | $43.1M | $0 |
| National Center on Institutions & Alternatives 403(b) Plan | National Center on Institutions & Alternatives, Inc. | MD | 547 | $8.6M | $6,717 |
| First Home Mortgage Corporation 401(k) Plan | First Home Mortgage Corporation | MD | 518 | $66.9M | $32K |
| Kingspan Light & Air 401(k) Plan | Kingspan Light & Air, LLC | IL | 515 | $30.6M | $35K |
| Tate Access Floors, Inc. Retirement Savings Plan | Tate Access Floors, Inc. | MD | 505 | $39.7M | $40K |
| Independent Can Company Retirement Plan | Independent Can Company | MD | 433 | $40.1M | $49K |
| Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. | Health Care for the Homeless, Inc. | MD | 432 | $8.8M | $17K |
| Kingspan Insulation LLC 401(k) Plan | Kingspan Insulation LLC | GA | 422 | $20.7M | $35K |
| Apartment Services, Inc. 401(k) Savings and Retirement | Apartment Services, Inc. | MD | 405 | $18.2M | $41K |
| Continental Realty Corporation 401(k) Retirement Plan | Continental Realty Corporation | MD | 358 | $19.8M | $36K |
| Keswick Multi-Care Center Defined Contribution Retirement Plan | Keswick Multi-Care Center, Inc. | MD | 357 | $17.7M | $17K |
| Moi, Inc. Retirement Savings Plan | Moi, Inc. | MD | 343 | $28.1M | $22K |
| Gaines and Company, Inc. 401(k) Profit Sharing Plan | Gaines and Company, Inc. | MD | 331 | $30.4M | $34K |
| Alliance Material Handling, Inc. 401(k) Plan | Alliance Material Handling, Inc. | MD | 329 | $16.1M | $13K |
| CTS 401(k) | Cornell Technical Services, LLC | MD | 326 | $12.6M | $22K |
| The 401(a) Profit-Sharing Plan of Health Care for the Homeless | Health Care for the Homeless Inc. | MD | 322 | $4.9M | $17K |
| Vectorworks, Inc. 401(k) Plan | Vectorworks, Inc. | MD | 311 | $46.7M | $55K |
| Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan | Wallace, Montgomery & Associates | MD | 310 | $44.8M | $46K |
| Engel Machinery, Inc. 401(k) Savings Plan | Engel Machinery, Inc. | PA | 306 | $34.8M | $104K |
| Enerwise Global Technologies, LLC 401(k) Plan | Enerwise Global Technologies | MD | 301 | $35.6M | $41K |
| Toppan Interamerica 401(k) Plan | Toppan Interamerica, Inc. | GA | 293 | $25.8M | $35K |
| In-Depth Engineering Retirement Plan | In-Depth Engineering Corporation | VA | 288 | $36.1M | $46K |
| Motco, Inc. 401(k) & Profit Sharing Plan | Motco, Inc. and Subsidiaries | FL | 269 | $25.0M | $24K |
| Revel Systems, Inc. 401(k) Plan | Revel Systems, Inc. | GA | 265 | $11.6M | $21K |
Questions and answers
How many plans does Greenspring Advisors, LLC serve?
54 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Greenspring Advisors, LLC?
The median plan reported $81.05 per participant in direct and indirect compensation (53 plans reporting an amount), or 0.12% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (25 plans), Trustee (bank, trust company, or similar financial institution) (25 plans), Other services (25 plans) and Investment advisory (plan) (22 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.