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Sponsor portfolio

THE GOODHART GROUP, LLC

EIN 46-4034889-real estate-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
21
4105 N. GARLAND STREET - ALEXANDRIA, VA 22304703-362-3221thegoodhartgroup.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$2.1M - 12 part#002CashBalance-$662K - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • GROUP, LLC 401(K) (#001)76%
  • CASH BALANCE PLAN (#002)24%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, LLC 401(K) (#001)12
  • CASH BALANCE PLAN (#002)9
Total 21Click 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

THE GOODHART GROUP, LLC 401(K) PLAN

401k

Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE GOODHART GROUP, LLC CASH BALANCE PLAN

CashBalance

Assets$662K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE GOODHART GROUP, LLC 401(K) PLAN401k$2.1M122024
002THE GOODHART GROUP, LLC CASH BALANCE PLANCashBalance$662K92024
Retirement plans
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