PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Frederick Goldman, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Frederick Goldman, Inc.

EIN 13-1973372-luxury goods & jewelry-Latest filing 2025
Plans
3
Retirement
2
$17.4M assets
Health & Benefits
1
$471K premiums
Participants
329
55 HARTZ WAY - SECAUCUS, NJ 07094212-924-6767fgoldman.comLinkedIn501-1000 employeesluxury goods & jewelry
Plans on this EIN
3 filings
#002401(k)-$17.3M - 141 part#001Profit-sharing-$138K - 85 part#502Fully insured-$471K - 100 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $17.4M assets / 226 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) EMPLOYEE Savings (#002)$17.3M
  • SHARING TRUST PLAN (#001)$138K
Total $17.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) EMPLOYEE Savings (#002)141
  • SHARING TRUST PLAN (#001)85
Total 226Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

FREDERICK GOLDMAN INC. 401(K) EMPLOYEE SAVINGS PLAN

401(k)

Assets$17.3M
Participants141
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

FREDERICK GOLDMAN, INC. PROFIT SHARING TRUST PLAN

Profit-sharing

Assets$138K
Participants85
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

FREDERICK GOLDMAN INC. BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$471K
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FREDERICK GOLDMAN INC. 401(K) EMPLOYEE SAVINGS PLAN401(k)$17.3M1412025
#001FREDERICK GOLDMAN, INC. PROFIT SHARING TRUST PLANProfit-sharing$138K852025
  • FREDERICK GOLDMAN INC. 401(K) EMPLOYEE SAVINGS PLAN$17.3M
    #002 · 401(k) · 2025141
  • FREDERICK GOLDMAN, INC. PROFIT SHARING TRUST PLAN$138K
    #001 · Profit-sharing · 202585

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502FREDERICK GOLDMAN INC. BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$471K1002024
  • FREDERICK GOLDMAN INC. BENEFIT PLAN$471K
    #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2024100
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica