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Filings through Oct 24, 2026.

Goldberg Weprin Finkel Goldstein

EIN 13-2549504-law practice-Latest filing 2025
Plans
3
Retirement
3
$27.8M assets
Health & Benefits
0
Participants
88
125 PARK AVENUE 12TH FL - NEW YORK, NY 10017212-221-5700gwfglaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#002401(k)-$22.0M - 78 part#008401(k)-$3.8M - 2 part#001Money purchase-$1.9M - 8 part

Retirement portfolio analytics

3 plans aggregated / $27.8M assets / 88 participants

Assets by plan

Share of aggregate retirement assets

  • FINKEL GOLDSTEIN LLP (#002)$22.0M
  • PURCHASE ROLLOVER PLAN (#008)$3.8M
  • FROZEN DC PENSION (#001)$1.9M
Total $27.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FINKEL GOLDSTEIN LLP (#002)78
  • FROZEN DC PENSION (#001)8
  • PURCHASE ROLLOVER PLAN (#008)2
Total 88Select a row to open it

Plan summaries

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

Retirement#002

GOLDBERG WEPRIN FINKEL GOLDSTEIN LLP

401(k)

Assets$22.0M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008

GOLDBERG, WEPRIN & USTIN MONEY PURCHASE ROLLOVER PLAN

401(k)

Assets$3.8M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

GOLDBERG, WEPRIN & USTIN, LLP FROZEN DC PENSION PLAN

Money purchase

Assets$1.9M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002GOLDBERG WEPRIN FINKEL GOLDSTEIN LLP401(k)$22.0M782025
#008GOLDBERG, WEPRIN & USTIN MONEY PURCHASE ROLLOVER PLAN401(k)$3.8M22025
#001GOLDBERG, WEPRIN & USTIN, LLP FROZEN DC PENSION PLANMoney purchase$1.9M82025
  • GOLDBERG WEPRIN FINKEL GOLDSTEIN LLP$22.0M
    #002 · 401(k) · 202578
  • GOLDBERG, WEPRIN & USTIN MONEY PURCHASE ROLLOVER PLAN$3.8M
    #008 · 401(k) · 20252
  • GOLDBERG, WEPRIN & USTIN, LLP FROZEN DC PENSION PLAN$1.9M
    #001 · Money purchase · 20258
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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