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Original filing (PDF)20250909155915NAL0012966627001
GREENBAUM, ROWE, SMITH & DAVIS LLP
Form 5500-SF
FILING_RECEIVED
GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN AND TRUST FOR ASSOCIATES
401(k) retirement plan
Active participants
59
Accounts w/ balance
56
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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