Greenberg Traurig 401(K) Plan — Form 5500 plan (Greenberg Traurig, Pa)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Greenberg Traurig 401(K) Plan is a benefit plan reported by Greenberg Traurig, Pa under EIN 59-1270754 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,340 participants and $1,375,352,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greenberg Traurig, Pa
- EIN
- 59-1270754
- Plan number
- 004
- Plan type
- 2
- Location
- Doral, FL
- Latest filing year
- 2023
- Participants
- 5,340
- End-of-year plan assets
- $1,375,352,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,340 | H, C | 20240815134216NAL0013254577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,375,352,475
- Net assets (EOY)
- $1,375,352,475
- Net assets (BOY)
- $1,112,919,468
Income & contributions
- Employer contributions
- $50,895,006
- Participant contributions
- $60,614,397
- Total contributions
- $120,581,280
- Total income / additions
- $321,409,871
Expenses & distributions
- Benefits paid
- $57,760,846
- Administrative expenses
- $320,564
- Total expenses
- $58,976,864
- Net increase / (decrease)
- $262,433,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $254,118 | not reported in the loaded dataset | 2023 |
| Howard Capital Management Inc | NONE | $13,085 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $11,904 | not reported in the loaded dataset | 2023 |
| Lewis Wealth Mgmt LLC | NONE | $7,891 | not reported in the loaded dataset | 2023 |
| Lmcg Investments LLC | NONE | $7,236 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $5,768 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4,579 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greenberg Traurig, Pa
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Doral, FL
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Howard Capital Management Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Lewis Wealth Mgmt LLC — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation