PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RICHARD A. GOLDMAN
Sponsor portfolio

RICHARD A. GOLDMAN

EIN 90-1672129-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$584K assets
Welfare
0
Participants
4
955 BARNEGAT LANE - MANTOLOKING, NJ 08738917-617-5242
Plans on this EIN
2 filings
#001401k-$375K - 2 part#002CashBalance-$210K - 2 part

Retirement portfolio analytics

2 plans aggregated / $584K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $584KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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#001

GOLDMAN PROFIT SHARING PLAN

401k

Assets$375K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RICHARD A. GOLDMAN CASH BALANCE PLAN

CashBalance

Assets$210K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOLDMAN PROFIT SHARING PLAN401k$375K22024
002RICHARD A. GOLDMAN CASH BALANCE PLANCashBalance$210K22024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica