Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOODWIN PARTNERS LLP
EIN 20-1434316accountingLatest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
46
200 SUMMIT DRIVE, SUITE 210 - BURLINGTON, MA 01803781-328-4315goodwinptnrs.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 46 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#001
GOODWIN PARTNERS LLP 401(K) PLAN
401k
Assets$6.7M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GOODWIN PARTNERS LLP CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOODWIN PARTNERS LLP 401(K) PLAN | 401k | $6.7M | 27 | 2025 | |
| 002 | GOODWIN PARTNERS LLP CASH BALANCE PLAN | CashBalance | $3.3M | 19 | 2024 |
Retirement plans