Back to filter
Original filing (PDF)20251107140453NAL0000352051001
GREENBERG TRAURIG, PA
Form 5500
FILING_RECEIVED
GREENBERG TRAURIG 401(K) PLAN
401(k) retirement plan
Signals · 3
29% in single holdingNo recordkeeper disclosed9 service providers
Active participants
3,961
Accounts w/ balance
5,454
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
20 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SSGA S&P 500 Index Fund" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENBERG TRAURIG, PA.
Plan sponsor
Name
GREENBERG TRAURIG, PA
EIN
59-1270754
Address
8400 NW 36TH STREET, STE 400 · DORAL, FL · 33166
Phone
(305) 579-0840
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
2025-11-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GERSON, PRESTON, KLEIN, LIPS, EISEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $259K | — |
| HOWARD CAPITAL MANAGEMENT INC | 76-0661984 | — | NONE | $16K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $15K | — |
| LEGACY EDGE ADVISORS LLC | 93-2777604 | — | NONE | $14K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $10K | — |
| 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 | — |
Investments
11 direct securities · 20 pooled funds· $1.8B(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.
Common Collective Trust
$1.2B
19 holdings
Uncategorized
$451.1M
11 holdings
Pooled Separate Account
$104.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $49.0M | 3.0% | |
| SSGA Global Equity ex-U.S. Index Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $33.9M | 2.1% | |
| Columbia Trust Dividend Income Fund Institutional 300 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% |