Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY GOLKIN PARTNERS
EIN 46-1763675Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
6
20 ANGUS LANE - WARREN, NJ 07059212-393-1200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 6 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
JEFFREY GOLKIN PARTNERS CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY GOLKIN PARTNERS PROFIT SHARING PLAN
ProfitSharing
Assets$99K
Participants4
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 | JEFFREY GOLKIN PARTNERS CASH BALANCE PLAN | CashBalance | $2.1M | 2 | 2025 | |
| 001 | JEFFREY GOLKIN PARTNERS PROFIT SHARING PLAN | ProfitSharing | $99K | 4 | 2025 |
Retirement plans