Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTHEW L. GOODSTEIN, M.D., P.C.
EIN 84-1200091medical practiceLatest filing 2024
Plans
3
Retirement
3
$2.5M assets
Welfare
0
Participants
16
1830 BLAKE AVENUE, SUITE 201 - GLENWOOD SPRINGS, CO 81601970-945-1112LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.5M assets / 16 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
MATTHEW L. GOODSTEIN, M.D., P.C. PROFIT SHARING PLAN
401k
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MATTHEW L. GOODSTEIN, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MATTHEW L. GOODSTEIN, M.D., P.C. CROSS TESTED PROFIT-SHARING PLAN
ProfitSharing
Assets$41K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MATTHEW L. GOODSTEIN, M.D., P.C. PROFIT SHARING PLAN | 401k | $1.5M | 6 | 2024 | |
| 003 | MATTHEW L. GOODSTEIN, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.0M | 5 | 2024 | |
| 004 | MATTHEW L. GOODSTEIN, M.D., P.C. CROSS TESTED PROFIT-SHARING PLAN | ProfitSharing | $41K | 5 | 2024 |
Retirement plans