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Original filing (PDF)20251010090727NAL0017486514001
GREENSPOON MARDER, LLP
Form 5500
FILING_RECEIVED
GREENSPOON MARDER 401(K) PLAN
401(k) retirement plan
Active participants
504
Accounts w/ balance
770
Plan assets (EOY)
$89.2M
Net assets (EOY)
$89.2M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENSPOON MARDER, LLP.
Plan sponsor
Name
GREENSPOON MARDER, LLP
EIN
81-2555319
Address
100 WEST CYPRESS CREEK SUITE 700 · FT. LAUDERDALE, FL · 33309
Phone
(954) 491-1120
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS INC | — | HOLBROOK, NY | INVESTMENT ADVISOR | $39K | — |
| MARSH & MCLENNAN COMPANIES INC | — | BOSTON, MA | INVESTMENT ADVISOR | $13K | — |
Investments
34 direct securities· $89.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY BALANCED I | — | — | — | $22.1M | 24.8% | |
| NORTHERN GLOBAL TACTICAL ASSET ALLC | — | — | — | $16.2M | 18.2% | |
| STATE STREET EQUITY 500 INDEX K | — | — | — | $12.6M | 14.2% | |
| CLEARBRIDGE LARGE CAP GROWTH I | — | — | — | $6.3M | 7.0% | |
| PIMCO REALPATH BLEND 2030 INSTITUTIONAL | — | — | — | $3.1M | 3.5% | |
| PIMCO REALPATH BLEND 2045 INSTITUTIONAL | — | — | — | $2.8M | 3.1% | |
| PIMCO REALPATH BLEND 2025 INSTITUTIONAL | — | — | — | $2.5M | 2.8% | |
| PIMCO REALPATH BLEND 2035 INSTITUTIONAL | — | — | — | $2.4M | 2.7% | |
| ISHARES RUSSELL MID-CAP INDEX K | — | — | — | $2.1M | 2.4% | |
| BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL | — | — | — | $2.1M | 2.4% | |
| MFS INTL DIVERSIFICATION R6 | — | — | — | $1.9M | 2.1% | |
| JPMORGAN EQUITY INCOME R6 | — | — | — | $1.7M | 1.9% | |
| PIMCO REALPATH BLEND 2055 INSTITUTIONAL | — | — | — | $1.4M | 1.5% | |
| FRANKLIN MUTUAL BEACON Z | — | — | — | $1.3M | 1.4% | |
| MASSMUTUAL MID CAP GROWTH I | — | — | — | $1.3M | 1.4% | |
| PIMCO REALPATH BLEND 2040 INSTITUTIONAL | — | — | — | $1.1M | 1.3% | |
| PIMCO INCOME INSTL | — | — | — | $939K | 1.1% | |
| NEUBERGER BERMAN EMERG MKTS EQ R6 | — | — | — | $719K | 0.8% | |
| PIMCO REALPATH BLEND 2050 INSTITUTIONAL | — | — | — | $650K | 0.7% | |
| CAPITAL PRESERVATION ACCOUNT | — | — | — | $628K | 0.7% | |
| PIMCO REALPATH BLEND INCOME INSTL | — | — | — | $610K | 0.7% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z | — | — | — | $607K | 0.7% | |
| BLACKROCK HEALTH SCIENCES OPPS K | — | — | — | $598K | 0.7% | |
| LORD ABBETT SHORT DURATION INCOME R6 | — | — | — | $588K | 0.7% | |
| JOHN HANCOCK SMALL CAP CORE R6 | — | — | — | $568K | 0.6% | |
| JANUS HENDERSON SMALL CAP VALUE N | — | — | — | $475K | 0.5% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $412K | 0.5% | |
| JANUS HENDERSON TRITON N | — | — | — | $354K | 0.4% | |
| AMERICAN CENTURY MID CAP VALUE R6 | — | — | — | $288K | 0.3% | |
| PGIM HIGH-YIELD R6 | — | — | — | $277K | 0.3% | |
| WESTERN ASSET INFLATION IDXD PLUS BD IS | — | — | — | $195K | 0.2% | |
| THORNBURG LIMITED TERM US GOVERNMENT R5 | — | — | — | $132K | 0.1% | |
| AMERICAN FUNDS GLOBAL BALANCED R6 | — | — | — | $108K | 0.1% | |
| PIMCO INT BOND (USD-HEDGED) INST | — | — | — | $59K | <0.1% |