Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOELZER INVESTMENT MANAGEMENT, INC.
EIN 35-2030275investment managementLatest filing 2025
Plans
2
Retirement
2
$18.3M assets
Welfare
0
Participants
77
10 EAST MAIN STREET SUITE 110 - CARMEL, IN 46032317-264-2600goelzerinc.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.3M assets / 77 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#003
GOELZER INVESTMENT MANAGEMENT, INC. 401(K) PLAN
401k
Assets$12.0M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GOELZER EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GOELZER INVESTMENT MANAGEMENT, INC. 401(K) PLAN | 401k | $12.0M | 46 | 2024 | |
| 002 | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.3M | 31 | 2025 |
Retirement plans