Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $27.8M assets / 88 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.
401(k)
401(k)
Money purchase
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | GOLDBERG WEPRIN FINKEL GOLDSTEIN LLP | 401(k) | $22.0M | 78 | 2025 |
| #008 | GOLDBERG, WEPRIN & USTIN MONEY PURCHASE ROLLOVER PLAN | 401(k) | $3.8M | 2 | 2025 |
| #001 | GOLDBERG, WEPRIN & USTIN, LLP FROZEN DC PENSION PLAN | Money purchase | $1.9M | 8 | 2025 |