Greenbaum, Rowe, Smith & Davis Llp Retirement Plan And Trust
Sponsored by Greenbaum, Rowe, Smith & Davis Llp · EIN 221544785 · Plan #005
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 100
- With balances
- 129
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $45,182 |