Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREENBAUM, ROWE, SMITH & DAVIS LLP
EIN 22-1544785law practiceLatest filing 2025
Plans
5
Retirement
3
$86.5M assets
Welfare
2
$2.9M premiums
Participants
686
Retirement portfolio analytics
3 plans aggregated / $86.5M assets / 380 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
88%top
- CHARLES SCHWAB & CO., INC.88%
- (Not disclosed)12%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.9M premiums / 304 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$441K
- Long-term disability$182K
- Other$135K
- Dental$100K
- Life$39K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- HORIZON HEALTHCARE SERVICES, INC.92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- BENEFIT FOUNDATIONS OF AMERICA100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES
401k
Assets$39.3M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST
ProfitSharing
Assets$36.9M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN AND TRUST FOR ASSOCIATES
401k
Assets$10.3M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GREENBAUM, ROWE , SMITH & DAVIS LLP EMPLOYEES HOSPITALIZATION PLAN
Fully Insured - HORIZON HEALTHCARE SERVICES, INC. - HEALTH
Premiums$2.8M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$182K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES | 401k | $39.3M | 154 | 2024 | |
| 005 | GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST | ProfitSharing | $36.9M | 138 | 2024 | |
| 004 | GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN AND TRUST FOR ASSOCIATES | 401k | $10.3M | 88 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GREENBAUM, ROWE , SMITH & DAVIS LLP EMPLOYEES HOSPITALIZATION PLAN | Fully Insured | HORIZON HEALTHCARE SERVICES, INC. - HEALTH | $2.8M | 152 | 2025 | |
| 504 | GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $182K | 152 | 2025 |
Retirement plans
Welfare plans