# Greenberg Traurig, PA 401(k) Plan
Source: https://planprovider.pro/companies/greenberg-traurig-pa-401k-plan

> Greenberg Traurig, PA's 401(k) plan: 3,961 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/greenberg-traurig-pa-401k-plan)

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