How big is Greene & Roberts LLP's plan?

Greene & Roberts LLP's plan reported $3.2M in assets and 13 participants for 2024.

Original filing (PDF)20251008170853NAL0003166787001

Greene & Roberts LLP

Name: Greene & Roberts LLP — Greene & Roberts LLP Safe, Form 5500 (2024)
Creator: Greene & Roberts LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greene & Roberts LLP Safe Harbor 401(k) Plan

401(k) retirement plan · Greene & Roberts LLP's Greene & Roberts LLP Safe Harbor 401(k) Plan held $3.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.1M

Plan identifiers

Greene & Roberts LLP's EIN is 68-0474316.

EIN 68-0474316

Plan number 001

Plan year 2024

ACK ID 20251008170853NAL0003166787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greene & Roberts LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greene & Roberts LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREENE & ROBERTS LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score