How big is Samuel Goldstein & Co's plan?

Samuel Goldstein & Co's plan reported $643K in assets and 3 participants for 2024.

Original filing (PDF)20251013201714NAL0000930995001

Samuel Goldstein & Co

Name: Samuel Goldstein & Co — Samuel Goldstein & Co 401(k), Form 5500 (2024)
Creator: Samuel Goldstein & Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel Goldstein & Co 401(k) Plan

401(k) retirement plan · Samuel Goldstein & Co's Samuel Goldstein & Co 401(k) Plan held $643K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

People on this filing

Stuart Goldstein signed Samuel Goldstein & Co's 2024 Form 5500 as plan administrator.

Stuart Goldstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Samuel Goldstein & Co's EIN is 11-2478817.

EIN 11-2478817

Plan number 001

Plan year 2024

ACK ID 20251013201714NAL0000930995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samuel Goldstein & Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samuel Goldstein & Co's plan includes a 401(k) feature.

Decision-maker contacts

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

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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).

Plan sponsor

Name

SAMUEL GOLDSTEIN & CO

EIN

all filings

Address

150 GREAT NECK ROAD · GREAT NECK, NY · 11021

Phone

(516) 466-3388

Industry

CPA Offices· Professional & Technical Services

Plan administrator