Greenberg & Company LLC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Greenberg & Company LLC
  • Sponsor EIN: 222888062
  • Sponsor Address: 17414 BRIDLEWAY TRAIL, BOCA RATON, FL, 33496
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $6.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$6.0M$18,000$65,200
20243$6.0M$18,000$65,200
20233$5.3M$42,628$65,200
20223$4.6M$39,125$59,200

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