How big is Goldberg Advisory Services LLC's plan?

Goldberg Advisory Services LLC's plan reported $382K in assets and 4 participants for 2024.

Original filing (PDF)20250612131124NAL0014824947001

Goldberg Advisory Services LLC

Name: Goldberg Advisory Services LLC — Goldberg Advisory, Form 5500 (2024)
Creator: Goldberg Advisory Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goldberg Advisory Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Goldberg Advisory Services LLC's Goldberg Advisory Services LLC 401(k) Profit Sharing Plan & Trust held $382K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

People on this filing

Yaron Goldberg signed Goldberg Advisory Services LLC's 2024 Form 5500 as plan administrator.

Yaron Goldberg — 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

Goldberg Advisory Services LLC's EIN is 20-0166019.

EIN 20-0166019

Plan number 001

Plan year 2024

ACK ID 20250612131124NAL0014824947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goldberg Advisory Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goldberg Advisory Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOLDBERG ADVISORY SERVICES LLC.

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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