Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOETHALS & STONE, PC
EIN 92-2420629law practiceLatest filing 2024
Plans
2
Retirement
2
$199K assets
Welfare
0
Participants
5
1131 HOWARD AVENUE - BURLINGAME, CA 94010650-218-4319goethalsandstonelaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $199K assets / 5 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
GOETHALS & STONE, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$154K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GOETHALS & STONE, PC 401(K) PROFIT SHARING PLAN
401k
Assets$45K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GOETHALS & STONE, PC CASH BALANCE PENSION PLAN | CashBalance | $154K | 2 | 2024 | |
| 001 | GOETHALS & STONE, PC 401(K) PROFIT SHARING PLAN | 401k | $45K | 3 | 2024 |
Retirement plans