Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL L GOLDBERG
EIN 43-1658337legal servicesLatest filing 2025
Plans
2
Retirement
2
$305K assets
Welfare
0
Participants
3
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $305K assets / 3 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#002
DANIEL L GOLDBERG KEOGH MONEY PURCHASE PLAN
MoneyPurchase
Assets$290K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DANIEL L GOLDBERG KEOGH PROFIT SHARING PLAN
OtherDC
Assets$14K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANIEL L GOLDBERG KEOGH MONEY PURCHASE PLAN | MoneyPurchase | $290K | 2 | 2025 | |
| 001 | DANIEL L GOLDBERG KEOGH PROFIT SHARING PLAN | OtherDC | $14K | 1 | 2025 |
Retirement plans