How big is William Gottlieb Management Co., LLC's plan?

William Gottlieb Management Co., LLC's plan reported $8.3M in assets and 81 participants for 2024.

Original filing (PDF)20251010133136NAL0004656339001

William Gottlieb Management Co., LLC

Name: William Gottlieb Management Co., LLC — William, Form 5500 (2024)
Creator: William Gottlieb Management Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Gottlieb Management Co., LLC Retirement Plan

401(k) retirement plan · William Gottlieb Management Co., LLC's William Gottlieb Management Co., LLC Retirement Plan held $8.3M in plan assets for 81 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan identifiers

William Gottlieb Management Co., LLC's EIN is 26-2210171.

EIN 26-2210171

Plan number 001

Plan year 2024

ACK ID 20251010133136NAL0004656339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Gottlieb Management Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Gottlieb Management Co., LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM GOTTLIEB MANAGEMENT CO., 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