Greenbaum, Rowe, Smith & Davis 401(k) match, vesting and fees
What Greenbaum, Rowe, Smith & Davis' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirementplan Services,inc | Schedule C ↗ |
| Independent auditor | Forvis Mazars,llp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Greenbaum, Rowe, Smith & Davis: employer contribution per participant | — | |
| Peer median | $2,521 |
| Greenbaum, Rowe, Smith & Davis: average balance | $344,510 | |
| Peer median | $75,833 |
| Greenbaum, Rowe, Smith & Davis: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $38.7M at the end of plan year 2021 to $39.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $39.3M | — | — | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 151 | $35.9M | — | — | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 156 | $31.8M | — | — | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 148 | $38.7M | — | — | 0.06% | Not published | Form 5500 ↗ |
Other Greenbaum, Rowe, Smith & Davis plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan and Trust for Associates
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Greenbaum, Rowe, Smith & Davis match 401(k) contributions?
The match terms for the Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees have not been published from its filing yet.
When is the Greenbaum, Rowe, Smith & Davis 401(k) match vested?
The vesting schedule for the Greenbaum, Rowe, Smith & Davis LLP 401(k) Plan & Trust for Partners, Key Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Greenbaum, Rowe, Smith & Davis 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirementplan Services,inc. The plan administrator is Greenbaum, Rowe, Smith & Davis LLP.
I left Greenbaum, Rowe, Smith & Davis. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Greenbaum, Rowe, Smith & Davis LLP, (732) 549-5600) or the recordkeeper, Schwab Retirementplan Services,inc. The Greenbaum, Rowe, Smith & Davis old 401(k) page lists the contacts from every plan filing. Find an old Greenbaum, Rowe, Smith & Davis 401(k)
Data from the public Form 5500 annual reports Greenbaum, Rowe, Smith & Davis filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Greenbaum, Rowe, Smith & Davis. Not financial advice. Report a correction · Methodology