Original filing (PDF)20251014071838NAL0004925874001

GOLDBLATT BOKOFF LLC

Name: GOLDBLATT BOKOFF LLC — GOLDBLATT BOKOFF LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GOLDBLATT BOKOFF LLC

Form 5500-SF

FILING_RECEIVED

GOLDBLATT BOKOFF LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDBLATT BOKOFF LLC.

Plan sponsor

Name

GOLDBLATT BOKOFF LLC

EIN

06-1092709

Address

457 WEST MAIN STREET · NORWICH, CT · 06360

Phone

(860) 886-5108

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

COHEN & ASSOCIATES, LLC

COHEN & ASSOCIATES, LLC SALARY DEFERRAL PLAN

$3.4M · 5 participants

EDMONDSON, BETZLER & DAME, PLLC

EDMONDSON, BETZLER & DAME, PLLC 401(K) PROFIT SHARING PLAN & TRUST

$3.4M · 6 participants

STAFFORD & WESTERVELT CHARTERED

STAFFORD & WESTERVELT CHARTERED 401(K) PLAN

$3.4M · 16 participants

BALLENTHIN FUNK & JOHNSON LLP

BALLENTHIN FUNK & JOHNSON LLP 401(K) PROFIT SHARING PLAN & TRUST

$3.4M · 36 participants

DILORENZO & COMPANY LLC