Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL M. GOODKIN P.C.
EIN 20-5968241Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
22
910 HAMPSHIRE ROAD, SUITE G - WESTLAKE VILLAGE, CA 913612888805-496-9777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 22 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
DANIEL M. GOODKIN PC CASH BALANCE PLAN
CashBalance
Assets$875K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DANIEL M. GOODKIN PC PROFIT SHARING PLAN
ProfitSharing
Assets$219K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANIEL M. GOODKIN PC CASH BALANCE PLAN | CashBalance | $875K | 11 | 2024 | |
| 001 | DANIEL M. GOODKIN PC PROFIT SHARING PLAN | ProfitSharing | $219K | 11 | 2024 |
Retirement plans