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Sponsor portfolio

DR ERIC GOTHELF

EIN 11-2957681-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
6
61-21 ROOSEVELT AVE - WOODSIDE, NY 11377718-458-0940LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003TraditionalDB-$3.8M - 3 part#004401k-$757K - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • DEFINED BENEFIT PLAN (#003)83%
  • PROFIT SHARING PLAN (#004)17%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#003)3
  • PROFIT SHARING PLAN (#004)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DR ERIC GOTHELF DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DR ERIC GOTHELF 401K PROFIT SHARING PLAN

401k

Assets$757K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DR ERIC GOTHELF DEFINED BENEFIT PLANTraditionalDB$3.8M32025
004DR ERIC GOTHELF 401K PROFIT SHARING PLAN401k$757K32025
Retirement plans
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