Plan Snapshot
- Plan Sponsor: Greenberg Traurig, P.A.
- Sponsor EIN: 591270754
- Sponsor Address: 2900 MONARCH LAKES BLVD STE 202, MIRAMAR, FL, 330273965
- Plan Type: 401(k)
- Plan Number: 508
- Total Participants: 6,044
- Total Assets: $0
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 6,044 | $0 | $0 | $0 |
| 2024 | 5,716 | $0 | $0 | $0 |
| 2023 | 5,559 | $0 | $0 | $0 |
| 2022 | 5,457 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UNITEDHEALTHCARE SERVICES LLC | Other Service Provider | $2,516,144 | — | $2,516,144 |
| EDGEWOOD PARTNERS INSURANCE CENTER | Investment Advisor | $155,418 | — | $155,418 |
| SUN LIFE ASSURANCE COMPANY OF CANAD | Other Service Provider | $89,695 | — | $89,695 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,761,257
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |