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  2. Gotleib & Associates

Filings through Oct 24, 2026.

Gotleib & Associates

EIN 34-2069301-financial services-Latest filing 2025
Plans
1
Retirement
1
$251K assets
Health & Benefits
0
Participants
5
1120 ROUTE 73 STE 305 - MOUNT LAUREL, NJ 080545113856-482-6100invest2retire.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$251K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

GOTLEIB & ASSOCIATES 401(K) PLAN

401(k)

Assets$251K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GOTLEIB & ASSOCIATES 401(K) PLAN401(k)$251K52025
  • GOTLEIB & ASSOCIATES 401(K) PLAN$251K
    #001 · 401(k) · 20255
Retirement plans
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