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Sponsor portfolio

FREDERICK GOLDMAN, INC.

EIN 13-1973372-luxury goods & jewelry-Latest filing 2025
Plans
3
Retirement
2
$14.9M assets
Welfare
1
$471K premiums
Participants
324
55 HARTZ WAY - SECAUCUS, NJ 07094212-924-6767fgoldman.comLinkedIn501-1000 employeesluxury goods & jewelry
Plans on this EIN
3 filings
#002401k-$14.7M - 136 part#001ProfitSharing-$138K - 85 part#502Fully Insured-$471K - 100 lives

Retirement portfolio analytics

2 plans aggregated / $14.9M assets / 221 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • 401(K) EMPLOYEE Savings (#002)99%
  • SHARING TRUST PLAN (#001)1%
Total $14.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) EMPLOYEE Savings (#002)136
  • SHARING TRUST PLAN (#001)85
Total 221Click row to drill in

Benefits portfolio analytics

1 plan / $471K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$421K
  • Prescription drug$421K
  • Life$46K
  • Long-term disability$46K
  • Other$46K
  • Vision$4K
Total $471K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $471K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • GALLAGHER BENEFIT SERVICES, INC.83%
  • PROFESSIONAL GROUP MANS, INC17%
Total $33K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FREDERICK GOLDMAN INC. 401(K) EMPLOYEE SAVINGS PLAN

401k

Assets$14.7M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FREDERICK GOLDMAN, INC. PROFIT SHARING TRUST PLAN

ProfitSharing

Assets$138K
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FREDERICK GOLDMAN INC. BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$471K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FREDERICK GOLDMAN INC. 401(K) EMPLOYEE SAVINGS PLAN401k$14.7M1362024
001FREDERICK GOLDMAN, INC. PROFIT SHARING TRUST PLANProfitSharing$138K852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FREDERICK GOLDMAN INC. BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$471K1002024
Retirement plans
Welfare plans
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