Greenbaum, Rowe, Smith & Davis Llp 401(k) Plan & Trust For Partners, Key Employees
Sponsored by Greenbaum, Rowe, Smith & Davis Llp · EIN 221544785 · Plan #003
- Total assets
- $39.3M
- Net assets
- $39.3M
- Active participants
- 132
- With balances
- 114
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirementplan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $47,738 |