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  1. Companies/
  2. The Goetzman Group

Filings through Oct 24, 2026.

The Goetzman Group

EIN 95-4701528-financial services-Latest filing 2025
Plans
1
Retirement
1
$21.4M assets
Health & Benefits
0
Participants
86
21333 OXNARD STREET, SUITE 200 - WOODLAND HILLS, CA 91367818-595-1112LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$21.4M - 86 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

THE GOETZMAN GROUP 401(K) PLAN AND TRUST

401(k)

Assets$21.4M
Participants86
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE GOETZMAN GROUP 401(K) PLAN AND TRUST401(k)$21.4M862025
  • THE GOETZMAN GROUP 401(K) PLAN AND TRUST$21.4M
    #001 · 401(k) · 202586
Retirement plans
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