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Sponsor portfolio

GOLD LAW FIRM

EIN 46-4506067-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
3
$1.7M assets
Welfare
1
Participants
20
591 REDWOOD HWY FRONTAGE RD, STE 5280 - MILL VALLEY, CA 94941917-415-8653rgoldlegal.comLinkedIn1-10 employees
Plans on this EIN
4 filings
#002TraditionalDB-$927K - 3 part#001401k-$746K - 7 part#003ProfitSharing-$60K - 7 part#002Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.7M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • DEFINED BENEFIT PENSION (#002)53%
  • FIRM RETIREMENT PLAN (#001)43%
  • PROFIT SHARING PLAN (#003)3%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRM RETIREMENT PLAN (#001)7
  • PROFIT SHARING PLAN (#003)7
  • DEFINED BENEFIT PENSION (#002)3
Total 17Click 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#002

GOLD LAW FIRM DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$927K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

GOLD LAW FIRM RETIREMENT PLAN

401k

Assets$746K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

GOLD LAW FIRM, P. C. PROFIT SHARING PLAN

ProfitSharing

Assets$60K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002

GOLD LAW FIRM DEFINED BENEFIT PENSION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002GOLD LAW FIRM DEFINED BENEFIT PENSION PLANTraditionalDB$927K32024
001GOLD LAW FIRM RETIREMENT PLAN401k$746K72024
003GOLD LAW FIRM, P. C. PROFIT SHARING PLANProfitSharing$60K72024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002GOLD LAW FIRM DEFINED BENEFIT PENSION PLANSelf Funded-$002024
Retirement plans
Welfare plans
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