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Sponsor portfolio

DAVIS GOLDMAN, PLLC

EIN 47-5595614-law practice-Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
26
1221 BRICKELL AVENUE, SUITE 1860, SUITE 270C - MIAMI, IL 33131305-800-6673davisgoldman.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$2.7M - 14 part#002CashBalance-$799K - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • DAVIS GOLDMAN 401(K) (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DAVIS GOLDMAN 401(K) (#001)14
  • CASH BALANCE PLAN (#002)12
Total 26Click 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

DAVIS GOLDMAN 401(K) PLAN

401k

Assets$2.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVIS GOLDMAN CASH BALANCE PLAN

CashBalance

Assets$799K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS GOLDMAN 401(K) PLAN401k$2.7M142025
002DAVIS GOLDMAN CASH BALANCE PLANCashBalance$799K122025
Retirement plans
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