Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
WILLIAM GOTTLIEB MANAGEMENT CO., LLC
EIN 26-2210171real estateLatest filing 2024
Plans
2
Retirement
2
$13.3M assets
Welfare
0
Participants
136
353 WEST 12TH STREET - NEW YORK, NY 10014212-989-3100heermancefarm.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.3M assets / 136 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
WILLIAM GOTTLIEB MANAGEMENT CO., LLC RETIREMENT PLAN
401k
Assets$8.3M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WILLIAM GOTTLIEB MANAGEMENT CO. , LLC PENSION PLAN
TraditionalDB
Assets$5.0M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM GOTTLIEB MANAGEMENT CO., LLC RETIREMENT PLAN | 401k | $8.3M | 102 | 2024 | |
| 002 | WILLIAM GOTTLIEB MANAGEMENT CO. , LLC PENSION PLAN | TraditionalDB | $5.0M | 34 | 2024 |
Retirement plans