Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOETZ FIRM INC.
EIN 47-2903767individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
2
603 NORTH COAST HIGHWAY 101, STE H - SOLANA BEACH, CA 92075858-481-8844LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 2 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#003
GOETZ FIRM INC. PROFIT SHARING PLAN
ProfitSharing
Assets$2.8M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
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 | |
|---|---|---|---|---|---|---|
| 003 | GOETZ FIRM INC. PROFIT SHARING PLAN | ProfitSharing | $2.8M | 1 | 2025 | |
| 004 | GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 1 | 2025 |
Retirement plans