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  2. Greenbaum, Rowe, Smith & Davis LLP
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Filings through Oct 24, 2026.

Greenbaum, Rowe, Smith & Davis LLP

EIN 22-1544785-law practice-Latest filing 2025
Plans
5
Retirement
3
$97.9M assets
Health & Benefits
2
$2.9M premiums
Participants
686
99 WOOD AVENUE SOUTH - ISELIN, NJ 088302712732-549-5600greenbaumlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
5 filings
#003401(k)-$45.7M - 157 part#005Profit-sharing-$41.6M - 135 part#004401(k)-$10.7M - 88 part#502Fully insured-$2.8M - 152 lives#504Fully insured-$182K - 152 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $97.9M assets / 380 participants

Assets by plan

Share of aggregate retirement assets

  • PARTNERS, KEY EMPLOYEES (#003)$45.7M
  • PLAN AND TRUST (#005)$41.6M
  • TRUST FOR ASSOCIATES (#004)$10.7M
Total $97.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$87.2M
  • (Not disclosed)$10.7M
Total $97.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PARTNERS, KEY EMPLOYEES (#003)157
  • PLAN AND TRUST (#005)135
  • TRUST FOR ASSOCIATES (#004)88
Total 380Select a row to open it

Benefits portfolio analytics

2 plans / $2.9M premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$510K
  • Other$225K
  • Life$223K
  • Long-term disability$223K
  • Dental$102K
  • +1 more
Total $3.2M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES

401(k)

Assets$45.7M
Participants157
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST

Profit-sharing

Assets$41.6M
Participants135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN AND TRUST FOR ASSOCIATES

401(k)

Assets$10.7M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

GREENBAUM, ROWE , SMITH & DAVIS LLP EMPLOYEES HOSPITALIZATION PLAN

Fully insured - HORIZON HEALTHCARE SERVICES, INC. - HEALTH

Premiums$2.8M
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$182K
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES401(k)$45.7M1572025
#005GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUSTProfit-sharing$41.6M1352025
#004GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN AND TRUST FOR ASSOCIATES401(k)$10.7M882025
  • GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES$45.7M
    #003 · 401(k) · 2025157
  • GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST$41.6M
    #005 · Profit-sharing · 2025135
  • GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN AND TRUST FOR ASSOCIATES$10.7M
    #004 · 401(k) · 202588

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502GREENBAUM, ROWE , SMITH & DAVIS LLP EMPLOYEES HOSPITALIZATION PLANFully insuredHORIZON HEALTHCARE SERVICES, INC. - HEALTH$2.8M1522025
#504GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$182K1522025
  • GREENBAUM, ROWE , SMITH & DAVIS LLP EMPLOYEES HOSPITALIZATION PLAN$2.8M
    #502 · Fully insured · HORIZON HEALTHCARE SERVICES, INC. - HEALTH · 2025152
  • GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN$182K
    #504 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025152
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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