Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $80.2M assets / 483 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.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GOETTLE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $60.0M | 226 | 2025 |
| #002 | RICHARD GOETTLE, INC. 401(K) PLAN | 401(k) | $20.2M | 257 | 2025 |