Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOLDBERG, SWEDELSON & ASSOCIATES INCORPORATED, INSURANCE AGENCY
EIN 95-2624148financial servicesLatest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
25
16530 VENTURA BOULEVARD, SUITE 401 - ENCINO, CA 914364599818-501-2900gsapension.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 25 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
GOLDBERG, SWEDELSON & ASSOCIATES PROFIT SHARING PLAN
401k
Assets$8.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
GOLDBERG, SWEDELSON & ASSOCIATES NEW CASH BALANCE PLAN
CashBalance
Assets$944K
Participants12
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 | GOLDBERG, SWEDELSON & ASSOCIATES PROFIT SHARING PLAN | 401k | $8.4M | 13 | 2024 | |
| 005 | GOLDBERG, SWEDELSON & ASSOCIATES NEW CASH BALANCE PLAN | CashBalance | $944K | 12 | 2025 |
Retirement plans