Sponsor portfolio
JAMES SURMAN & GOLDBERG CPA
EIN 47-4705824accountingLatest filing 2025
Plans
1
Retirement
1
$350K assets
Welfare
0
Participants
8
6751 N FEDERAL HWY STE 100 - BOCA RATON, FL 33487561-338-0028jsandgcpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES, SURMAN & GOLDBERG CPA 401(K) PLAN | 401k | $350K | 8 | 2025 |
Retirement plans