What public Form 5500 filings show about the Greenbaum, Rowe, Smith & Davis LLP 401(k) plan — and how to find and check your own account.
Greenbaum, Rowe, Smith & Davis LLP (EIN 22-1544785) reports GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES on its most recent Form 5500, with $49.6M in plan assets across 191 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Greenbaum, Rowe, Smith & Davis LLP filing — schedules, fees, and providers.
Greenbaum, Rowe, Smith & Davis LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Greenbaum, Rowe, Smith & Davis LLPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SCHWAB RETIREMENT PLAN SERVICES, SCHWAB RETIREMENTPLAN SERVICES.
