Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL F. GOODMAN, M.D., A MEDICAL GROUP, INC.
EIN 94-3333741Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
38
2211 BUSH STREET, 2ND FLOOR - SAN FRANCISCO, CA 94115415-474-3333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 38 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
DANIEL F. GOODMAN, M.D. PROFIT SHARING PLAN
401k
Assets$3.0M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIEL F. GOODMAN, M.D. CASH BALANCE PLAN
CashBalance
Assets$218K
Participants0
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 | DANIEL F. GOODMAN, M.D. PROFIT SHARING PLAN | 401k | $3.0M | 38 | 2025 | |
| 002 | DANIEL F. GOODMAN, M.D. CASH BALANCE PLAN | CashBalance | $218K | 0 | 2025 |
Retirement plans