· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GOLDSTEIN, RUBINTON, GOLDSTEIN & DIFAZIO P.C. — GOLDSTEIN, RUBINTON, GOLDSTEIN & DIFAZIO P.C. DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007120554NAL0002444963001
GOLDSTEIN, RUBINTON, GOLDSTEIN & DIFAZIO P.C.
Form 5500-SF
FILING_RECEIVED
GOLDSTEIN, RUBINTON, GOLDSTEIN & DIFAZIO P.C. DEFINED CONTRIBUTION PENSION PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GOLDSTEIN, RUBINTON, GOLDSTEIN & DIFAZIO P.C.
.
Find decision makers
Plan sponsor
Name
GOLDSTEIN, RUBINTON, GOLDSTEIN & DIFAZIO P.C.
EIN
11-2541700
Address
18 WEST CARVER STREET, SUITE 3 · HUNTINGTON, NY · 11743
Phone
(631) 421-9051
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
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 providers
Related plans
Similar-size Law Offices plans
BEYER, PONGRATZ & ROSEN
BEYER, PONGRATZ & ROSEN 401(K) PROFIT SHARING PLAN
$2.0M · 10 participants
LAW OFFICES OF LISA J. ALLEN, PLLC
LAW OFFICES OF LISA J. ALLEN, PLLC 401(K) PLAN
$2.0M · 6 participants
THE LAW OFFICES OF ROBERT WAYNE PEARCE, P.A.
THE LAW OFFICES OF ROBERT WAYNE PEARCE, P.A. PROFIT SHARING PLAN
$2.0M · 3 participants
DISCHELL, BARTLE & DOOLEY, P.C.
DISCHELL, BARTLE AND DOOLEY PC 401(K) PROFIT SHARING PLAN
$2.0M · 23 participants
TOCE LAW FIRM, LLC
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.
TOCE FIRM CASH BALANCE PLAN
$2.0M · 3 participants
PETERS, CANNATA & MOODY, PLC
PETERS, CANNATA & MOODY, PLC 401(K) PROFIT SHARING PLAN
$2.0M · 4 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
