What public Form 5500 filings show about the Goldberg Segalla LLP 401(k) plan — and how to find and check your own account.
Goldberg Segalla LLP (EIN 16-1603155) reports GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $112.4M in plan assets across 922 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Goldberg Segalla LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Goldberg Segalla LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY GLOBAL, FREED MAXICK CPAS PC.
