Stacey Flora signed Goldstein Law Group, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goldstein Law Group, P.A.'s EIN is 26-0141883.
Download the official 2024 Form 5500 (PDF) for Goldstein Law Group, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goldstein Law Group, P.A.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAREBUILDER ADVISOR LLC | — | SEATTLE, WA | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF Schwab 0 | Mutual Funds | — | — | $1.4M | 25.3% | |
| SPDR Dow Jones Industrial Average ETF SPDR 0 266 Vanguard Value Index ETF Vanguard 0 | Mutual Funds | — | — | $782K | 13.7% | |
| Vanguard Total Bond Market ETF Vanguard 0 | Mutual Funds | — | — | $656K | 11.5% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | Mutual Funds | — | — | $645K | 11.3% | |
| SPDR Index Ptf Devel World ex-US ETF SPDR 0 | Other securities | — | — | $625K | 10.9% | |
| Schwab U.S. Small-Cap ETF Schwab 0 | Mutual Funds | — | — | $617K | 10.8% | |
| iShares 0-5 Year TIPS Bond ETF iShares 0 | Other securities | — | — | $314K | 5.5% | |
| SPDR S&P Emerging Markets ETF SPDR 0 | Other securities | — | — | $270K | 4.7% | |
| Schwab Short-Term U.S. Treasury ETF Schwab 0 | Mutual Funds | — | — | $156K | 2.7% | |
| Vanguard S&P 500 ETF Vanguard 0 | Common Collective Trusts | — | — | $80K | 1.4% | |
| Select Sector SPDR ETF Real Estate 0 | Real Estate | — | — | $36K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $26K | 0.4% | |
| Invesco QQQ Trust Invesco 0 | Mutual Funds | — | — | $24K | 0.4% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard Emerging Markets Govt Bond ETF Vanguard 0 46 Schwab US Dividend Equity ETF Schwab 0 | U.S. Treasuries | — | — | $13K | 0.2% | |
| Aberdeen Standard Gold ETF Trust Aberdeen 0 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
