Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Goodman Capital Advisors LLC
EIN 81-1684369real estateLatest filing 2025
Plans
2
Retirement
2
$900K assets
Welfare
0
Participants
9
8 JULIANNA WAY - SAG HARBOR, NY 11963516-851-5553goodmancapitalllc.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $900K assets / 9 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#001
GOODMAN CAPITAL ADVISORS LLC 401K PROFIT SHARING PLAN
401(k)
Assets$450K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GOODMAN CAPITAL ADVISORS LLC CASH BALANCE PLAN
Cash balance
Assets$450K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOODMAN CAPITAL ADVISORS LLC 401K PROFIT SHARING PLAN | 401(k) | $450K | 6 | 2025 | |
| 002 | GOODMAN CAPITAL ADVISORS LLC CASH BALANCE PLAN | Cash balance | $450K | 3 | 2025 |
Retirement plans