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  2. GOLDSON MEDICAL ASSOCIATES, LLC
Sponsor portfolio

GOLDSON MEDICAL ASSOCIATES, LLC

EIN 20-3594228-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
17
20 VALLEY STREET, SUITE 320 - SOUTH ORANGE, NJ 07079973-313-1113goldsonmedical.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$836K - 11 part#002CashBalance-$634K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • ASSOCIATES, LLC 401(K) (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, LLC 401(K) (#001)11
  • CASH BALANCE PLAN (#002)6
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GOLDSON MEDICAL ASSOCIATES, LLC 401(K) PLAN

401k

Assets$836K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GOLDSON MEDICAL ASSOCIATES, LLC CASH BALANCE PLAN

CashBalance

Assets$634K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOLDSON MEDICAL ASSOCIATES, LLC 401(K) PLAN401k$836K112024
002GOLDSON MEDICAL ASSOCIATES, LLC CASH BALANCE PLANCashBalance$634K62024
Retirement plans
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