What public Form 5500 filings show about the Greenberg Traurig, PA 401(k) plan — and how to find and check your own account.
Greenberg Traurig, PA (EIN 59-1270754) reports GREENBERG TRAURIG 401(K) PLAN on its most recent Form 5500, with $1.6B in plan assets across 3,961 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 Greenberg Traurig, PA filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Greenberg Traurig, PA 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HOWARD CAPITAL MANAGEMENT, CREATIVE PLANNING, CAPFINANCIAL PARTNERS, UNITED HEALTHCARE SERVICES, LEWIS WEALTH MGMT, SUN LIFE ASSURANCE OF CANAD.
