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Original filing (PDF)20251007144431NAL0002553683002
GREENBAUM, ROWE, SMITH & DAVIS LLP
Form 5500
FILING_RECEIVED
GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
114
Plan assets (EOY)
$39.3M
Net assets (EOY)
$39.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENBAUM, ROWE, SMITH & DAVIS LLP.
Plan sponsor
Name
GREENBAUM, ROWE, SMITH & DAVIS LLP
EIN
22-1544785
Address
99 WOOD AVENUE SOUTH · ISELIN, NJ · 088302712
Phone
(732) 549-5600
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENTPLAN SERVICES,INC | 34-1479833 | — | NONE | $48K | — |
Investments
27 direct securities · 1 pooled fund· $39.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$38.8M
26 holdings
Common Collective Trust
$531K
1 holding
Mutual Funds
$417K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | — | — | — | $6.5M | 16.6% | |
| Schwab 1000 Index Fund | — | — | — | $5.1M | 12.9% | |
| Vanguard Total Stock Index INST | — | — | — | $4.3M | 10.8% | |
| JP Morgan US Equity R6 | — | — | — | $2.8M | 7.3% | |
| Victory Established Value I | — | — | — | $2.6M | 6.7% | |
| Artisan Midcap Fund | — | — | — | $2.1M | 5.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.1M | 5.4% | |
| MFS International Diversification R3 | — | — | — | $1.9M | 4.7% | |
| SCHWAB US TREASURY MONEY ULTR Money Market / Cash Equivalent | — | — | — | $1.8M | 4.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.4M | 3.6% | |
| Fidelity Total Bond K6 | — | — | — | $1.4M | 3.5% | |
| MFS Value R3 | — | — | — | $1.3M | 3.3% | |
| Delaware Small Cap Core I | — | — | — | $1.1M | 2.9% | |
| Schwab Small-cap Index Fund | — | — | — | $785K | 2.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $570K | 1.5% | |
| T Rowe Price US Bond Enhanced Index | — | — | — | $564K | 1.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $531K | 1.4% | |
| Vanguard Total International Stock Index ADM | — | — | — | $472K | 1.2% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $472K | 1.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $425K | 1.1% | |
| Allspring Government Sec Admin | Mutual Funds | — | — | $417K | 1.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $257K | 0.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $235K | 0.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $233K | 0.6% | |
| Vanguard Target Retirement 2065 67 Vanguard Target Retirement 2070 720 Vanguard Target Retirement Income | — | — | — | $150K | 0.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $98K | 0.3% | |
| Participant Notes Maturing 2025 through 2029 | — | — | — | $77K | 0.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $41K | 0.1% |
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