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Sponsor portfolio

RONALD GOLDSZER DBA SILVERMAN & GOLDSZER

EIN 82-2788391-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
8
215 S. LA CIENEGA BLVD., SUITE 300 - BEVERLY HILLS, CA 90211310-657-3322
Plans on this EIN
2 filings
#002TraditionalDB-$2.0M - 4 part#001401k-$814K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DEFINED BENEFIT PLAN (#002)71%
  • PROFIT SHARING PLAN (#001)29%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click 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#002

RONALD GOLDSZER DBA SILVERMAN & GOLDSZER DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RONALD GOLDSZER DBA SILVERMAN & GOLDSZER 401-K PROFIT SHARING PLAN

401k

Assets$814K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RONALD GOLDSZER DBA SILVERMAN & GOLDSZER DEFINED BENEFIT PLANTraditionalDB$2.0M42025
001RONALD GOLDSZER DBA SILVERMAN & GOLDSZER 401-K PROFIT SHARING PLAN401k$814K42025
Retirement plans
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