Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOLDBERG, WEPRIN & USTIN, LLP
EIN 13-2549504law practiceLatest filing 2025
Plans
3
Retirement
3
$27.9M assets
Welfare
0
Participants
88
125 PARK AVENUE 12TH FL - NEW YORK, NY 10017212-221-5700gwfglaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $27.9M assets / 88 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#002
GOLDBERG WEPRIN FINKEL GOLDSTEIN LLP
401k
Assets$22.0M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
GOLDBERG, WEPRIN & USTIN MONEY PURCHASE ROLLOVER PLAN
401k
Assets$3.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GOLDBERG, WEPRIN & USTIN, LLP FROZEN DC PENSION PLAN
MoneyPurchase
Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GOLDBERG WEPRIN FINKEL GOLDSTEIN LLP | 401k | $22.0M | 78 | 2025 | |
| 008 | GOLDBERG, WEPRIN & USTIN MONEY PURCHASE ROLLOVER PLAN | 401k | $3.9M | 2 | 2024 | |
| 001 | GOLDBERG, WEPRIN & USTIN, LLP FROZEN DC PENSION PLAN | MoneyPurchase | $1.9M | 8 | 2025 |
Retirement plans