How big is S. Goldman Advisors LLC's plan?

S. Goldman Advisors LLC's plan reported $4.9M in assets and 4 participants for 2025.

Original filing (PDF)20260417090453NAL0029764864001

S. Goldman Advisors LLC

Name: S. Goldman Advisors LLC — S. Goldman Advisors LLC, Form 5500 (2025)
Creator: S. Goldman Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S. Goldman Advisors LLC 401(k) Plan

401(k) retirement plan · S. Goldman Advisors LLC's S. Goldman Advisors LLC 401(k) Plan held $4.9M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Gerry Jaeger signed S. Goldman Advisors LLC's 2025 Form 5500 as plan administrator.

Gerry Jaeger — 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

S. Goldman Advisors LLC's EIN is 20-0507039.

EIN 20-0507039

Plan number 001

Plan year 2025

ACK ID 20260417090453NAL0029764864001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for S. Goldman Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

S. Goldman Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S. GOLDMAN ADVISORS 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