Original filing (PDF)20251013201714NAL0000930995001

SAMUEL GOLDSTEIN & CO

Name: SAMUEL GOLDSTEIN & CO — SAMUEL GOLDSTEIN & CO 401K PLAN, Form 5500 (2024)
Creator: SAMUEL GOLDSTEIN & CO

Form 5500-SF

FILING_RECEIVED

SAMUEL GOLDSTEIN & CO 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUEL GOLDSTEIN & CO.

Plan sponsor

Name

SAMUEL GOLDSTEIN & CO

EIN

11-2478817all filings

Address

150 GREAT NECK ROAD · GREAT NECK, NY · 11021

Phone

(516) 466-3388

Industry