Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONALD E. GRUENBERG, INC.
EIN 95-4835777luxury goods & jewelryLatest filing 2024
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
8
8474 MELROSE AVE. - BEVERLY HILLS, CA 902104701310-273-4577LinkedIn1-10 employeesluxury goods & jewelry
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.1M assets / 8 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
DONALD E. GRUENBERG, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$6.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DONALD E. GRUENBERG, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.8M
Participants4
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 | DONALD E. GRUENBERG, INC. PROFIT SHARING PLAN | ProfitSharing | $6.4M | 4 | 2024 | |
| 001 | DONALD E. GRUENBERG, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.8M | 4 | 2024 |
Retirement plans