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Sponsor portfolio

CRAIG GOODMAN, DDS

EIN 47-4651545-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
5
5925 FOREST LANE, SUITE 310 - DALLAS, TX 75230972-233-1142goodmangums.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$4.9M - 2 part#002CashBalance-$906K - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PROFIT SHARING PLAN (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • PROFIT SHARING PLAN (#001)2
Total 5Click 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

CRAIG GOODMAN, DDS 401(K) PROFIT SHARING PLAN

401k

Assets$4.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CRAIG GOODMAN DDS CASH BALANCE PLAN

CashBalance

Assets$906K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CRAIG GOODMAN, DDS 401(K) PROFIT SHARING PLAN401k$4.9M22025
002CRAIG GOODMAN DDS CASH BALANCE PLANCashBalance$906K32025
Retirement plans
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