Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHANIE GOTTLIEB, LLC
EIN 82-0871322medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
31
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 31 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
STEPHANIE GOTTLIEB, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$737K
Participants27
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STEPHANIE GOTTLIEB, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$268K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPHANIE GOTTLIEB, LLC 401(K) PROFIT SHARING PLAN | 401k | $737K | 27 | 2025 | |
| 001 | STEPHANIE GOTTLIEB, LLC DEFINED BENEFIT PLAN | TraditionalDB | $268K | 4 | 2025 |
Retirement plans