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Original filing (PDF)20251007144150NAL0002551939001
GREENBAUM, ROWE, SMITH & DAVIS LLP
Form 5500
FILING_RECEIVED
GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
129
Plan assets (EOY)
$36.9M
Net assets (EOY)
$36.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $45K | — |
Investments
26 direct securities · 1 pooled fund· $36.1M(98% 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
$35.3M
25 holdings
Mutual Funds
$630K
1 holding
Common Collective Trust
$119K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | — | — | — | $5.8M | 15.7% | |
| SCHWAB 1000 INDEX FUND Registered Investment Company | — | — | — | $3.9M | 10.5% | |
| Vanguard Total Stock Index INST | — | — | — | $3.8M | 10.2% | |
| Lessor or Similar Party Par or Maturity Value Cost (**) Current Value Money Market Fund * Schwab US Treasury Money Ultra | — | — | — | $3.3M | 9.0% | |
| Artisan Midcap Fund | — | — | — | $2.2M | 6.0% | |
| JP Morgan US Equity R6 | — | — | — | $2.1M | 5.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.1M | 5.7% | |
| Victory Established Value I | — | — | — | $1.9M | 5.2% | |
| MFS International Diversification R3 | — | — | — | $1.7M | 4.6% | |
| Fidelity Total Bond K6 | — | — | — | $1.7M | 4.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.3M | 3.6% | |
| MFS Value R3 | — | — | — | $1.1M | 2.9% | |
| Vanguard Target Retirement 2025 | — | — | — | $651K | 1.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $636K | 1.7% | |
| Allspring Government Sec Admin | Mutual Funds | — | — | $630K | 1.7% | |
| Delaware Small Cap Core I | — | — | — | $629K | 1.7% | |
| T ROWE PRICE US BND ENHNCD IDX Registered Investment Company | — | — | — | $474K | 1.3% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $384K | 1.0% | |
| Vanguard Total International Stock Index ADM | — | — | — | $384K | 1.0% | |
| Schwab Small-cap Index Fund | — | — | — | $371K | 1.0% | |
| Vanguard Target Retirement 2050 | — | — | — | $323K | 0.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $201K | 0.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $163K | 0.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $119K | 0.3% | |
| Participant Notes Maturing 2025 through 2029 | — | — | — | $107K | 0.3% | |
| Vanguard Target Retirement Income | — | — | — | $91K | 0.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $29K | <0.1% |
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