ADAM Goldfein signed Goldfein LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goldfein LLC's EIN is 26-2143170.
Download the official 2024 Form 5500 (PDF) for Goldfein LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goldfein LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Equity 500 Index Fund Class K | Common Collective Trusts | — | — | $1.4M | 18.0% | |
| State Street Target Retirement 2045 Fund Class K | Other securities | — | — | $1.0M | 13.2% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $971K | 12.7% | |
| State Street Target Retirement 2050 Fund Class K | Other securities | — | — | $630K | 8.3% | |
| State Street Target Retirement 2055 Fund Class K | Other securities | — | — | $620K | 8.1% | |
| State Street Target Retirement 2060 Fund Class K | Other securities | — | — | $506K | 6.6% | |
| State Street Target Retirement 2035 Fund Class K | Other securities | — | — | $366K | 4.8% | |
| State Street Target Retirement 2040 Fund Class K | Other securities | — | — | $343K | 4.5% | |
| State Street Target Retirement 2030 Fund Class K | Other securities | — | — | $297K | 3.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $273K | 3.6% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $246K | 3.2% | |
| State Street Target Retirement Fund Class K | Other securities | — | — | $183K | 2.4% | |
| State Street Aggregate Bond Index Fund Class K | Common Collective Trusts | — | — | $170K | 2.2% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $164K | 2.1% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $91K | 1.2% | |
| iShares MSCI EAFE Int'l Fund Class K | Other securities | — | — | $81K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $62K | 0.8% | |
| State Street Target Retirement 2020 Fund Class K | Other securities | — | — | $58K | 0.8% | |
| Vanguard Small Cap Growth Index Fund Adm Shares | Common Collective Trusts | — | — | $49K | 0.6% | |
| Nuveen Equity Index Fund R6 Class | Common Collective Trusts | — | — | $48K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $29K | 0.4% | |
| State Street Target Retirement 2065 Fund Class K | Other securities | — | — | $25K | 0.3% | |
| 25053 Class 0 * Notes Receivable from Maturity dates through 2028, bearing interest | Other securities | — | — | $16K | 0.2% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $12K | 0.2% | |
| State Street Target Retirement 2025 Fund Class K | Other securities | — | — | $11K | 0.1% | |
| State Street Global All Cap Equity ex-U.S. Fund Class K | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
