How big is Goodstone Group, LLC's plan?

Goodstone Group, LLC's plan reported $2.6M in assets and 2 participants for 2025.

Original filing (PDF)20260522084918NAL0003899200001

Goodstone Group, LLC

Name: Goodstone Group, LLC — Goodstone Group, LLC 401(k), Form 5500 (2025)
Creator: Goodstone Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goodstone Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Goodstone Group, LLC's Goodstone Group, LLC 401(k) Profit Sharing Plan held $2.6M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Laura Daley signed Goodstone Group, LLC's 2025 Form 5500 as plan administrator.

Laura Daley — 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

Goodstone Group, LLC's EIN is 20-1677828.

EIN 20-1677828

Plan number 001

Plan year 2025

ACK ID 20260522084918NAL0003899200001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Goodstone Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

GOODSTONE GROUP, LLC

EIN

all filings

Address

2961 A HUNTER MILL ROAD · #605 · OAKTON, VA · 22124

Phone

(888) 807-5820

Industry

Professional & Technical Services

Plan administrator