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Filters:EIN 221544785 Clear all

Companies

companyGreenbaum, Rowe, Smith & Davis Llp
$71Mreported plan assets
EIN: 22-1544785Location: NJPlans: 4Participants: 612Latest: 2023
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Plans

planGreenbaum, Rowe, Smith & Davis Llp 401(K) Plan & Trust For Partners, Key EmployeesFinancial statementProvider compensation2023 filing
$35.9Mreported assets (EOY)
Sponsor: Greenbaum, Rowe, Smith & Davis LlpEIN: 22-1544785Plan: 003Participants: 156Assets: $35,949,750Net assets: $35.9MAssets / participant: $230.4KLocation: Iselin, NJLatest: 2023
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planGreenbaum, Rowe, Smith & Davis Llp Retirement Plan And TrustFinancial statementProvider compensation2023 filing
$35.1Mreported assets (EOY)
Sponsor: Greenbaum, Rowe, Smith & Davis LlpEIN: 22-1544785Plan: 005Participants: 140Assets: $35,057,184Net assets: $35.1MAssets / participant: $250.4KLocation: Iselin, NJLatest: 2023
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planGreenbaum, Rowe , Smith & Davis Llp Employees Hospitalization Plan2023 filing
Sponsor: Greenbaum, Rowe, Smith & Davis LlpEIN: 22-1544785Plan: 502Participants: 158Assets: not reported in the loaded datasetLocation: Woodbridge, NJLatest: 2023
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planGreenbaum, Rowe, Smith & Davis Llp Long-Term Disability Plan2023 filing
Sponsor: Greenbaum, Rowe, Smith & Davis LlpEIN: 22-1544785Plan: 504Participants: 158Assets: not reported in the loaded datasetLocation: Woodbridge, NJLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Greenbaum, Rowe, Smith & Davis Llp 401(K) Plan & Trust For Partners, Key Employees
Sponsor: Greenbaum, Rowe, Smith & Davis LlpEIN: 22-1544785Plan: 003Ack ID: 20241011101841NAL0043304866001
filing2023 Form 5500 — Greenbaum, Rowe, Smith & Davis Llp Retirement Plan And Trust
Sponsor: Greenbaum, Rowe, Smith & Davis LlpEIN: 22-1544785Plan: 005Ack ID: 20241010152825NAL0021345793001
filing2023 Form 5500 — Greenbaum, Rowe , Smith & Davis Llp Employees Hospitalization Plan
Sponsor: Greenbaum, Rowe, Smith & Davis LlpEIN: 22-1544785Plan: 502Ack ID: 20250401105505NAL0011389712001
filing2023 Form 5500 — Greenbaum, Rowe, Smith & Davis Llp Long-Term Disability Plan
Sponsor: Greenbaum, Rowe, Smith & Davis LlpEIN: 22-1544785Plan: 504Ack ID: 20250401105508NAL0007830065001