How big is The Goldstein Group LLC's plan?

The Goldstein Group LLC's plan reported $646K in assets and 3 participants for 2023.

Original filing (PDF)20240802163407NAL0014354803001

The Goldstein Group LLC

Name: The Goldstein Group LLC — The Goldstein Group LLC, Form 5500 (2023)
Creator: The Goldstein Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Goldstein Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Goldstein Group LLC's The Goldstein Group LLC 401(k) Profit Sharing Plan & Trust held $646K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

People on this filing

Terri Goldstein signed The Goldstein Group LLC's 2023 Form 5500 as plan administrator.

Terri Goldstein — 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

The Goldstein Group LLC's EIN is 20-2985010.

EIN 20-2985010

Plan number 001

Plan year 2023

ACK ID 20240802163407NAL0014354803001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Goldstein Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Goldstein Group 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 THE GOLDSTEIN GROUP 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

Knocking points off