What public Form 5500 filings show about the Matthew GOFF Investment Advisor, LLC 401(k) plan — and how to find and check your own account.
Matthew GOFF Investment Advisor, LLC (EIN 26-1894936) reports THE GOFF FINANCIAL GROUP 401(K) PLAN on its most recent Form 5500, with $497K in plan assets across 6 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 Matthew GOFF Investment Advisor, LLC filing — schedules, fees, and providers.
Matthew GOFF Investment Advisor, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Matthew GOFF Investment Advisor, LLCHR for the recordkeeper’s name and login.
