Tracy Springer signed Goldstein Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goldstein Enterprises, Inc.'s EIN is 14-1608677.
Download the official 2024 Form 5500 (PDF) for Goldstein Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goldstein Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIN & TUCKER | 52-0959934 | — | ACCOUNTANT | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund Mutual Fund | Other securities | — | — | $3.0M | 21.7% | |
| American Mutual Fund Mutual Fund | Other securities | — | — | $1.9M | 13.9% | |
| Principal Large Cap S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.3M | 9.7% | |
| Principal Fixed Income Guaranteed Option Account Guaranteed Interest Account | Other securities | — | — | $1.3M | 9.4% | |
| Victory Sycamore Established Value Mutual Fund | Other securities | — | — | $905K | 6.6% | |
| Principal Balanced Portfolio Mutual Fund | Other securities | — | — | $759K | 5.5% | |
| JPMorgan Small Cap Equity Mutual Fund | Other securities | — | — | $375K | 2.7% | |
| Fidelity Advisor Strategic Income Mutual Fund | Mutual Funds | — | — | $325K | 2.4% | |
| Fidelity Advisor High Income Advantage Mutual Fund | Mutual Funds | — | — | $283K | 2.1% | |
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $277K | 2.0% | |
| 9.50% per annum | Bonds / Notes | — | — | $273K | 2.0% | |
| Principal Capital Appreciation Fund Mutual Fund | Other securities | — | — | $264K | 1.9% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $251K | 1.8% | |
| PRIN LIFETIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $233K | 1.7% | |
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $211K | 1.5% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $195K | 1.4% | |
| Thornburg International Equity Mutual Fund | Other securities | — | — | $178K | 1.3% | |
| Invesco Developing Markets Mutual Fund | Mutual Funds | — | — | $171K | 1.2% | |
| JPMorgan Mid Cap Value Mutual Fund | Other securities | — | — | $168K | 1.2% | |
| Columbia Contrarian Core Mutual Fund | Other securities | — | — | $158K | 1.1% | |
| Principal Conservative Growth Portfolio Mutual Fund | Other securities | — | — | $142K | 1.0% | |
| Principal Strategic Growth Portfolio Mutual Fund | Other securities | — | — | $141K | 1.0% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $133K | 1.0% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $132K | 1.0% | |
| American Funds EuroPacific Growth Mutual Fund | Mutual Funds | — | — | $118K | 0.9% | |
| Principal SmallCap Growth Fund I Mutual Fund | Other securities | — | — | $113K | 0.8% | |
| Principal Core Fixed Income Fund Mutual Fund | Other securities | — | — | $91K | 0.7% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $79K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $57K | 0.4% | |
| Invesco Gold & Special Minerals Mutual Fund | Mutual Funds | — | — | $44K | 0.3% | |
| Principal Real Estate Securities Mutual Fund | Other securities | — | — | $44K | 0.3% | |
| (E) | Other securities | — | $44K | $35K | 0.3% | |
| Principal LifeTime Hybrid Income Collective Trust | Common Collective Trusts | — | — | $35K | 0.3% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $35K | 0.3% | |
| AB Relative Value Fund Inc Mutual Fund | Common Stocks | — | — | $33K | 0.2% | |
| Principal Conservative Balanced Portfolio Mutual Fund | Other securities | — | — | $29K | 0.2% | |
| New World Fund Inc Mutual Fund | Common Stocks | — | — | $21K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| (E) | Other securities | — | — | $2K | <0.1% | |
| Principal Flexible Income Portfolio Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $10 | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $5 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PURSHE KAPLAN STERLING INVESTMENTS | 13-3749682 | — | OTHER SERVICES | $0 | — |
