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GREENBERG, TRAGER & HERBST, LLP — GREENBERG, TRAGER & HERBST, LLP CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013105208NAL0001066881001
GREENBERG, TRAGER & HERBST, LLP
Form 5500-SF
FILING_RECEIVED
GREENBERG, TRAGER & HERBST, LLP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GREENBERG, TRAGER & HERBST, LLP
.
Find decision makers
Plan sponsor
Name
GREENBERG, TRAGER & HERBST, LLP
EIN
30-0031821
Address
767 THIRD AVENUE, SUITE 2101 · NEW YORK, NY · 10017
Phone
(212) 688-1900
Industry
Law Offices
· Professional & Technical Services
see 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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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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.
Small plan (5500-SF) — Schedule H data not available.
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