Plan Ledger DOL Form 5500 · updated monthly

Greenbaum, Rowe, Smith & Davis LLP401(k)

GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES · ISELIN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.13%

Greenbaum, Rowe, Smith & Davis LLP reported $47,738 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.17% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 680th-largest of 2,419 plans among New Jersey employers on file, and the 3,347th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$39,274,189
Participants with balances114
Active participants132
Employer contributions—
Employee contributions$1,543,340
Employer contribution per active participant—
Average account balance$344,510
Benefits paid to participants$4,719,371
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.3M · 114 accts
2023$35.9M · 111 accts
2022$31.8M · 113 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,738
Total administrative$47,738
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
SCHWAB RETIREMENTPLAN SERVICES,INC · Recordkeeping$47,738

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,738 · 0.13%
2023$43,801 · 0.13%
2022$58,891 · 0.17%
All plans at this employer2
GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES401(k)
GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUSTProfit-sharing plan
Same employer
Similar plansProfessional & Technical Services · New Jersey
Centurum Inc. NJ$40.7M · 0.06%
Dlb Associates, Inc. NJ$40.4M · 0.19%
Flaster/Greenberg P.C. NJ$39.0M · 0.05%
Arora and Associates, P.C. NJ$38.8M · 0.31%
Taylor, Wiseman & Taylor NJ$38.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221544785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.