Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
M. ROBERT GOLDMAN & COMPANY, INC.
EIN 11-2674577Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
19
88 FROEHLICH FARM BOULEVARD, SUITE 2200 - WOODBURY, NY 117972944516-487-5100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MRG EMPLOYEE RETIREMENT & SAVINGS PLAN AND TRUST
401k
Assets$7.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MRG DEFINED BENEFIT PLAN
TraditionalDB
Assets$400K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MRG EMPLOYEE RETIREMENT & SAVINGS PLAN AND TRUST | 401k | $7.1M | 13 | 2025 | |
| 002 | MRG DEFINED BENEFIT PLAN | TraditionalDB | $400K | 6 | 2024 |
Retirement plans