Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOLDBERG & COMPANY
EIN 26-2464053Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$742K assets
Welfare
0
Participants
17
21800 OXNARD STREET, SUITE 420 - WOODLAND HILLS, CA 91367818-907-9700goldbergandco.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $742K assets / 17 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
GOLDBERG & COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$627K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$114K
Participants3
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 | GOLDBERG & COMPANY 401(K) PROFIT SHARING PLAN | 401k | $627K | 14 | 2025 | |
| 003 | GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $114K | 3 | 2024 |
Retirement plans