Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. GOLDBERG & ASSOCIATES, PLLC
EIN 30-0412199mental health careLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
33
110 PLEASANT STREET NW, SUITE D - VIENNA, VA 22180703-935-0058drgoldberg.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 33 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
DR. GOLDBERG & ASSOCIATES, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR. GOLDBERG & ASSOCIATES, PLLC 401(K) PLAN
401k
Assets$1.2M
Participants18
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 | DR. GOLDBERG & ASSOCIATES, PLLC CASH BALANCE PLAN | CashBalance | $1.9M | 15 | 2025 | |
| 001 | DR. GOLDBERG & ASSOCIATES, PLLC 401(K) PLAN | 401k | $1.2M | 18 | 2025 |
Retirement plans