Daniel Riger signed Greenberg Traurig, PA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greenberg Traurig, PA's EIN is 59-1270754.
Download the official 2024 Form 5500 (PDF) for Greenberg Traurig, PA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greenberg Traurig, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $259K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD CAPITAL MANAGEMENT INC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 76-0661984 |
| — |
| NONE |
| $16K |
| — |
| LEGACY EDGE ADVISORS LLC | 93-2777604 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $15K | — |
| LEWIS WEALTH MGMT LLC | 27-1687409 | — | NONE | $10K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 IND NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $451.3M | 27.5% | |
| SS RUSL SML MID CAP NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $146.1M | 8.9% | |
| New York Life Anchor Fund | Other securities | — | — | $104.6M | 6.4% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $104.6M | 6.4% | |
| Schwab Personal Choice Retirement | Self-Directed Brokerage | — | — | $78.1M | 4.8% | |
| TROWE RET HYB TR 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $76.6M | 4.7% | |
| TROWE RET HYB TR 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $72.1M | 4.4% | |
| FIAM GRP TR EBP CRE PLS CMMGD POOL PYRAMIS GLOBAL ADVISORS TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $63.3M | 3.9% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $60.7M | 3.7% | |
| TROWE RET HYB TR 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $59.6M | 3.6% | |
| Dodge and Cox International Stock Fund | Mutual Funds | — | — | $49.0M | 3.0% | |
| SSGA Global Equity ex-U.S. Index Fund | Common Collective Trusts | — | — | $44.7M | 2.7% | |
| SSG ALL CAP EQ EX-U.C. IND NLSFCL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $44.7M | 2.7% | |
| TROWE RET HYB TR 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $43.4M | 2.6% | |
| TROWE RET HYB TR 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $42.4M | 2.6% | |
| TROWE RET HYB TR 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $41.1M | 2.5% | |
| TROWE RET HYB TR 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $39.6M | 2.4% | |
| Thrivent Mid Capital Stock Fund | Common Stocks | — | — | $36.1M | 2.2% | |
| TROWE RET HYB TR 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $35.1M | 2.1% | |
| T. Rowe Price Institutional Small-Cap Stock Fund | Other securities | — | — | $33.9M | 2.1% | |
| Columbia Trust Dividend Income Fund Institutional 300 | Other securities | — | — | $30.0M | 1.8% | |
| COLUMBIA TR DIV INC FD INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $30.0M | 1.8% | |
| SS U.S. BOND IND NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $25.6M | 1.6% | |
| TROWE RET HYB TR 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $15.5M | 0.9% | |
| MFS International Growth Fund | Mutual Funds | — | — | $8.5M | 0.5% | |
| TROWE RET HYB TR 2015 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $6.7M | 0.4% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $3.2M | 0.2% | |
| TROWE RET HYB TR 2010 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $2.9M | 0.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $2.3M | 0.1% | |
| TROWE RET HYB TR 2005 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $1.8M | 0.1% | |
| TROWE RET HYB TR 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $976K | <0.1% |
