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Sponsor portfolio

TROY D. GOLDBERG, M.D., P.C.

EIN 26-4669757-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
6
13636 VENTURA BLVD. #281 - SHERMAN OAKS, CA 91423818-256-6700LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.4M - 3 part#001401k-$570K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • MD PC PENSION (#002)71%
  • P.C. RETIREMENT PLAN (#001)29%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD PC PENSION (#002)3
  • P.C. RETIREMENT PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TROY D. GOLDBERG MD PC PENSION PLAN

CashBalance

Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TROY D. GOLDBERG, M.D. P.C. RETIREMENT PLAN

401k

Assets$570K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TROY D. GOLDBERG MD PC PENSION PLANCashBalance$1.4M32024
001TROY D. GOLDBERG, M.D. P.C. RETIREMENT PLAN401k$570K32025
Retirement plans
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