Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH GOLDSMITH & CO., LLC
EIN 26-3989936Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$8.9M assets
Welfare
0
Participants
37
12 WEST 21ST STREET, EIGHTH FLOOR - NEW YORK, NY 10010212-419-1239
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.9M assets / 37 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
JOSEPH GOLDSMITH & CO.,LLC 401(K) SAVINGS PLAN
401k
Assets$5.8M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOSEPH GOLDSMITH & CO., L.L.C. CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH GOLDSMITH & CO.,LLC 401(K) SAVINGS PLAN | 401k | $5.8M | 25 | 2025 | |
| 002 | JOSEPH GOLDSMITH & CO., L.L.C. CASH BALANCE PLAN | CashBalance | $3.1M | 12 | 2024 |
Retirement plans