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Sponsor portfolio

GOLDFARB & FLEECE LLP

EIN 13-0780370-legal services-Latest filing 2024
Plans
2
Retirement
2
$61.7M assets
Welfare
0
Participants
94
560 LEXINGTON AVENUE - NEW YORK, NY 10022212-891-9100gflegal.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filings
#001ProfitSharing-$49.2M - 49 part#012CashBalance-$12.5M - 45 part

Retirement portfolio analytics

2 plans aggregated / $61.7M assets / 94 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • CASH BALANCE PLAN (#012)20%
Total $61.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)49
  • CASH BALANCE PLAN (#012)45
Total 94Click 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#001

GOLDFARB & FLEECE LLP PROFIT SHARING PLAN

ProfitSharing

Assets$49.2M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

GOLDFARB AND FLEECE LLP CASH BALANCE PLAN

CashBalance

Assets$12.5M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOLDFARB & FLEECE LLP PROFIT SHARING PLANProfitSharing$49.2M492024
012GOLDFARB AND FLEECE LLP CASH BALANCE PLANCashBalance$12.5M452024
Retirement plans
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