Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOLDSTEIN TAX PREPARATION
EIN 85-0511381Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$332K assets
Welfare
0
Participants
20
6507 WILKINS AVENUE, SUITE 202 - PITTSBURGH, PA 15217412-362-9040
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $332K assets / 20 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
GOLDSTEIN TAX PREPARATION PROFIT SHARING PLAN
ProfitSharing
Assets$261K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GOLDSTEIN TAX ADVISORS 401(K) PLAN
401k
Assets$71K
Participants18
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 | GOLDSTEIN TAX PREPARATION PROFIT SHARING PLAN | ProfitSharing | $261K | 2 | 2025 | |
| 002 | GOLDSTEIN TAX ADVISORS 401(K) PLAN | 401k | $71K | 18 | 2025 |
Retirement plans