2023 Form 5500 filing — Greenberg Traurig 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815134216NAL0013254577001) for Greenberg Traurig 401(K) Plan, reported by Greenberg Traurig, Pa under EIN 59-1270754 and plan number 004. It reports 5,340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815134216NAL0013254577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenberg Traurig, Pa
- EIN
- 59-1270754
- Plan number
- 004
- Location
- Doral, FL
- Participants
- 5,340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,375,352,475
- Net assets (EOY)
- $1,375,352,475
- Employer contributions
- $50,895,006
- Participant contributions
- $60,614,397
- Total income / additions
- $321,409,871
- Benefits paid
- $57,760,846
- Administrative expenses
- $320,564
- Total expenses
- $58,976,864
- Net increase / (decrease)
- $262,433,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $254,118 | not reported in the loaded dataset |
| Howard Capital Management Inc | NONE | $13,085 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $11,904 | not reported in the loaded dataset |
| Lewis Wealth Mgmt LLC | NONE | $7,891 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $7,236 | not reported in the loaded dataset |
| Morningstar Inc | NONE | $5,768 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,579 | $0 |