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Sponsor portfolio

GAUMER, EMANUEL & GOLDSMITH, P.C.

EIN 42-1134983-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
13
111 WEST SECOND STREET - OTTUMWA, IA 52501641-682-7579
Plans on this EIN
2 filings
#001401k-$1.5M - 9 part#002CashBalance-$151K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • GOLDSMITH, P.C. 401(K) (#001)91%
  • CASH BALANCE PLAN (#002)9%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GOLDSMITH, P.C. 401(K) (#001)9
  • CASH BALANCE PLAN (#002)4
Total 13Click 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#001

GAUMER, EMANUEL & GOLDSMITH, P.C. 401(K) PLAN

401k

Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GAUMER, EMANUEL & GOLDSMITH, P.C. CASH BALANCE PLAN

CashBalance

Assets$151K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GAUMER, EMANUEL & GOLDSMITH, P.C. 401(K) PLAN401k$1.5M92025
002GAUMER, EMANUEL & GOLDSMITH, P.C. CASH BALANCE PLANCashBalance$151K42024
Retirement plans
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