Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $41.7M assets / 154 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GOLDMAN ISMAIL TOMASELLI BRENNAN & BAUM LLP 401(K) PROFIT SHARING PLAN | 401(k) | $30.6M | 98 | 2025 |
| #003 | GOLDMAN ISMAIL TOMASELLI BRENNAN & BAUM, LLP CASH BALANCE PLAN | Cash balance | $9.6M | 33 | 2024 |
| #004 | GOLDMAN ISMAIL TOMASELLI BRENNAN & BAUM LLP CASH BALANCE PENSION PLAN | Cash balance | $1.5M | 23 | 2025 |