Back to filter
Original filing (PDF)20250522102508NAL0008131778001
GOLDFINE & CO.
Form 5500-SF
FILING_RECEIVED
GOLDFINE & CO. 401(K) PS PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
17
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDFINE & CO..
Plan sponsor
Name
GOLDFINE & CO.
EIN
01-0763636
Address
40 EXCHANGE PLACE, SUITE 1602 · NEW YORK, NY · 10005
Phone
(212) 714-6655
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
THE CHARITY CFO, LLC
THE CHARITY CFO RETIREMENT PLAN
$1.1M · 41 participants
SMITH CPA GROUP, INC.
SMITH CPA GROUP, INC 401(K) PLAN
$1.1M · 6 participants
HEXT & ASSOCIATES, P.C.
HEXT & ASSOCIATES, P.C. 401(K) PLAN
$1.1M · 15 participants
WINNIE HUANG ACCOUNTANCY CORPORATION
WINNIE HUANG ACCOUNTANCY CORPORATION RETIREMENT PLAN
$1.1M · 2 participants
GEGOREK & COMPANY, P.A.
GEGOREK & COMPANY, P.A. 401(K) SAVINGS PLAN
$1.0M · 4 participants
BRUCE MAC CORKINDALE, CPA, P.C.
BRUCE MAC CORKINDALE, CPA, P.C. DEFINED BENEFIT PLAN
$1.0M · 2 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B