CRD: 172610
Glass Retirement Strategies, Inc.
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- Custodian
- Empower ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
About Glass Retirement Strategies, Inc.
Glass Retirement Strategies (GRS) is a Metro Detroit-based 401(k) and pension consulting firm serving plan sponsors, trustees, and participants. Operating since 1974, the firm supports plan review and design, funding and annual servicing, and ERISA fiduciary and compliance guidance aligned with IRS and DOL requirements. GRS also provides investment expense benchmarking to document prudent investment and service-option reviews.
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Owner & Executives
HERBERT NEIL GLASS
Chief Compliance Officer, DIRECTOR, Investment Advisor, President
- CRD
- #869821
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,083,665 | $1,825,788 |
| Total | $20,083,665 | $1,825,788 |
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Separately Managed Accounts
Total SMA Asset: $20,083,665
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,953,268,623 | 100.0% |
| Total | $8,953,268,623 | 100.0% |