How big is Andrea Gordon's plan?

Andrea Gordon's plan reported $240K in assets and 2 participants for 2024.

Original filing (PDF)20251007104700NAL0011087874001

Andrea Gordon

Name: Andrea Gordon — Andrea Gordon 401(k) Plan, Form 5500 (2024)
Creator: Andrea Gordon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrea Gordon 401(k) Plan

401(k) retirement plan · Andrea Gordon's Andrea Gordon 401(k) Plan held $240K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

Plan identifiers

Andrea Gordon's EIN is 20-0986774.

EIN 20-0986774

Plan number 001

Plan year 2024

ACK ID 20251007104700NAL0011087874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrea Gordon from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrea Gordon's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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 (91st percentile).

Plan sponsor

Name

ANDREA GORDON

EIN

all filings

Address

1071 SILER PLACE · BERKELEY, CA · 94705

Phone

(510) 816-5688

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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