Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK S. GOTTLIEB, CPA, PC
EIN 11-3487924accountingLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
16
1270 AVENUE OF THE AMERICAS, 7TH FLOOR - NEW YORK, NY 10020646-661-3800LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 16 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
MARK S. GOTTLIEB, CPA, PC CASH BALANCE PLAN
CashBalance
Assets$635K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARK S. GOTTLIEB, CPA, PC 401(K) PROFIT SHARING PLAN
401k
Assets$620K
Participants8
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 | MARK S. GOTTLIEB, CPA, PC CASH BALANCE PLAN | CashBalance | $635K | 8 | 2024 | |
| 002 | MARK S. GOTTLIEB, CPA, PC 401(K) PROFIT SHARING PLAN | 401k | $620K | 8 | 2024 |
Retirement plans