Goldman Sachs

Retirement Plan Advisor

New York, NY

About Goldman Sachs

<p>Founded in 1869 and headquartered in New York City, Goldman Sachs advises retirement plans through Goldman Sachs Asset Management (GSAM), with additional operations in Dallas in the Dallas–Fort Worth metro. The firm employs about 45,000 people.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, GSAM works with institutional plan sponsors on investment oversight and fiduciary support. Its retirement plan work includes 3(21) co-fiduciary services and 3(38) investment manager services, along with plan design projects and participant-level advice.</p> <p>Goldman Sachs reported 8,000 clients and $280.0B in AUM in 2024. Sponsors that want a large-firm platform often choose GSAM for its in-house investment research and portfolio construction resources that can be applied to defined contribution and defined benefit programs.</p> <ul> <li>3(21) fiduciary services</li> <li>3(38) fiduciary services</li> <li>Participant advice programs</li> <li>Plan design consulting</li> </ul>

Website: https://www.goldmansachs.com

Founded: 1869

Employees: 45000

Office Locations

  • New York, NY (Headquarters)
  • Dallas, TX

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager
  • Participant Investment Advice
  • Plan Design Consulting

Client Statistics (2024)

  • Total Clients: 8,000
  • Total AUM: $280.0B
  • Total Participants: 3,500,000

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES, WA $55.8B 231,353
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN CHEVRON CORPORATION, TX $20.4B 22,195
THE BANK OF AMERICA PENSION PLAN BANK OF AMERICA CORPORATION, RI $17.6B 51,062
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN UNITED AIRLINES, INC., IL $16.8B 17,444
401(K) PENSION PLAN NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION, VA $16.7B 61,593
401(k) Retirement Plan Healthcare Sponsor, NY $15.5B 10,314
401(k) Retirement Plan Manufacturing Sponsor, NJ $14.6B 78,270
401(k) Retirement Plan Professional Services Sponsor, NJ $12.9B 6,514
401(k) Retirement Plan Technology Sponsor, MD $11.7B 114,079

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