Assets by plan
Share of aggregate retirement assets
Filings through .
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Wilentz, Goldman & Spitzer, P.A.
EIN 22-2292919law practiceLatest filing 2025
Plans
5
Retirement
2
$111.5M assets
Health & Benefits
3
$1.1M premiums
Participants
833
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $111.5M assets / 468 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.1M premiums / 506 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.0M
- Long-term disability$1.0M
- Dental$936K
- Vision$868K
- Health$852K
- Prescription drug$852K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN
401(k)
Assets$99.5M
Participants333
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#046
WILENTZ, GOLDMAN, & SPITZER, P.A. PENSION PLAN
Traditional DB
Assets$12.0M
Participants135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WILENTZ, GOLDMAN & SPITZER, PA EMPLOYEE HEALTH PLAN
Fully insured - NATIONWIDE LIFE INSURANCE COMPANY
Premiums$852K
Covered lives127
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
WILENTZ, GOLDMAN & SPITZER, PA LONG TERM DISABILITY PLAN
Fully insured - UNUM LIFE INSURANCE CO OF AMERICA
Premiums$197K
Covered lives179
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
WILENTZ, GOLDMAN & SPITZER, PA BENEFITS PROGRAM
Fully insured - DELTA DENTAL OF NEW JERSEY, INC.
Premiums$100K
Covered lives200
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN | 401(k) | $99.5M | 333 | 2025 |
| #046 | WILENTZ, GOLDMAN, & SPITZER, P.A. PENSION PLAN | Traditional DB | $12.0M | 135 | 2025 |
- #001 · 401(k) · 2025333
- #046 · Traditional DB · 2025135
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WILENTZ, GOLDMAN & SPITZER, PA EMPLOYEE HEALTH PLAN | Fully insured | NATIONWIDE LIFE INSURANCE COMPANY | $852K | 127 | 2025 |
| #502 | WILENTZ, GOLDMAN & SPITZER, PA LONG TERM DISABILITY PLAN | Fully insured | UNUM LIFE INSURANCE CO OF AMERICA | $197K | 179 | 2025 |
| #503 | WILENTZ, GOLDMAN & SPITZER, PA BENEFITS PROGRAM | Fully insured | DELTA DENTAL OF NEW JERSEY, INC. | $100K | 200 | 2025 |
- #501 · Fully insured · NATIONWIDE LIFE INSURANCE COMPANY · 2025127
- #502 · Fully insured · UNUM LIFE INSURANCE CO OF AMERICA · 2025179
- #503 · Fully insured · DELTA DENTAL OF NEW JERSEY, INC. · 2025200
Retirement plans
Health & Benefits plans