Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC
EIN 54-1160814Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
26
220 WEST FREEMASON STREET - NORFOLK, VA 23510757-275-5000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 26 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#002
SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC SAVINGS PLAN
401k
Assets$3.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$3.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC SAVINGS PLAN | 401k | $3.6M | 13 | 2025 | |
| 001 | SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN | MoneyPurchase | $3.2M | 13 | 2025 |
Retirement plans