Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLY GOODMAN NP AND ASSOCIATES, PC
EIN 26-4566160Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
45
4701 SANGAMORE ROAD, SUITE 207 - BETHESDA, MD 20816202-684-7167
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 45 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
KELLY GOODMAN NP AND ASSOCIATES, PC 401(K) PLAN
401k
Assets$1.3M
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KELLY GOODMAN NP AND ASSOCIATES, PC CASH BALANCE PLAN
CashBalance
Assets$735K
Participants19
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 | KELLY GOODMAN NP AND ASSOCIATES, PC 401(K) PLAN | 401k | $1.3M | 26 | 2024 | |
| 002 | KELLY GOODMAN NP AND ASSOCIATES, PC CASH BALANCE PLAN | CashBalance | $735K | 19 | 2024 |
Retirement plans