Plan Snapshot
- Plan Sponsor: Greenberg Traurig, PA
- Sponsor EIN: 591270754
- Sponsor Address: 8400 NW 36TH STREET, STE 400, DORAL, FL, 33166
- Plan Type: 401(k)
- Total Participants: 3,961
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,961 | $1.6B | $55.4M | $64.5M |
| 2023 | 3,822 | $1.4B | $50.9M | $60.6M |
| 2022 | 3,865 | $1.1B | $43.8M | $54.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $258,524 | — | $258,524 |
| HOWARD CAPITAL MANAGEMENT INC | NONE | $16,238 | — | $16,238 |
| CAPFINANCIAL PARTNERS LLC | NONE | $14,674 | — | $14,674 |
| LEGACY EDGE ADVISORS LLC | NONE | $13,624 | — | $13,624 |
| MORNINGSTAR INC | NONE | $9,850 | — | $9,850 |
| LEWIS WEALTH MGMT LLC | NONE | $9,732 | — | $9,732 |
| LMCG INVESTMENTS LLC | NONE | $8,418 | — | $8,418 |
| CHARLES SCHWAB & CO., INC. | NONE | $7,233 | — | $7,233 |
| CREATIVE PLANNING LLC | NONE | $5,302 | — | $5,302 |
| GERSON, PRESTON, KLEIN, LIPS, EISEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- MORNINGSTAR INC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- CREATIVE PLANNING LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $343,595
- Estimated Expense Ratio: 0.021% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $365,398 | $108,341 | $4,836 | — | — |
| 2023 | $320,564 | $66,296 | $3,988 | — | — |
| 2022 | $311,975 | $55,323 | — | — | $4,062 |