Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $52.3M assets / 206 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 |
|---|---|---|---|---|---|
| #002 | GOLTERMAN & SABO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $34.9M | 94 | 2025 |
| #001 | GOLTERMAN & SABO, INC. RETIREMENT SAVINGS PLAN | 401(k) | $17.4M | 112 | 2025 |