Greenberg Traurig 401(k) Plan
Sponsored by Greenberg Traurig, Pa · EIN 591270754 · Plan #004
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 3,961
- With balances
- 5,454
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Howard Capital Management, Llc CRD 118070 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Legacy Edge Advisors, Llc CRD 328064 | deterministic · 100% | 2024 |
| Lewis Wealth Management, Llc CRD 289065 | fuzzy_auto · 95% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $258,524 |
| Howard Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $16,238 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $14,674 |
| Legacy Edge Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,624 |
| Morningstar Inc | Investment management, Direct payment from the plan | $9,850 |
| Lewis Wealth Mgmt Llc | Investment advisory (participants), Direct payment from the plan | $9,732 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $8,418 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $7,233 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $5,302 |