How big is Goldbloom Advisory, LLC's plan?

Goldbloom Advisory, LLC's plan reported $768K in assets and 5 participants for 2024.

Original filing (PDF)20250731155023NAL0007366960001

Goldbloom Advisory, LLC

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

Form 5500-SF

FILING_RECEIVED

Goldbloom Advisory LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Goldbloom Advisory, LLC's Goldbloom Advisory LLC 401(k) and Profit Sharing Plan held $768K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

People on this filing

Steven Goldbloom signed Goldbloom Advisory, LLC's 2024 Form 5500 as plan administrator.

Steven Goldbloom — 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

Goldbloom Advisory, LLC's EIN is 20-3767048.

EIN 20-3767048

Plan number 001

Plan year 2024

ACK ID 20250731155023NAL0007366960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Goldbloom Advisory, 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 GOLDBLOOM ADVISORY, 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