Assets by plan
Share of aggregate retirement assets
- & STAFF PLAN (#004)$21.0M
Filings through .
3 plans aggregated / $56.8M assets / 245 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
401(k)
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN | Profit-sharing | $27.3M | 87 | 2025 |
| #004 | GOODELL, DEVRIES, LEECH & DANN LLP 401(K) FOR EQUITY PARTNERS & STAFF PLAN | 401(k) | $21.0M | 95 | 2025 |
| #003 | GOODELL,DEVRIES,LEECH & DANN LLP 401(K) PLAN | 401(k) | $8.5M | 63 | 2025 |