Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#012)$14.3M
Filings through .
2 plans aggregated / $70.9M assets / 90 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GOLDFARB & FLEECE LLP PROFIT SHARING PLAN | Profit-sharing | $56.6M | 45 | 2025 |
| #012 | GOLDFARB AND FLEECE LLP CASH BALANCE PLAN | Cash balance | $14.3M | 45 | 2025 |