Original filing (PDF)20241003082102NAL0005579779001

JOAN PETRO GOLDBERG & ASSOCIATES, LLC

Name: JOAN PETRO GOLDBERG & ASSOCIATES, LLC — JOAN PETRO GOLDBERG & ASSOC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: JOAN PETRO GOLDBERG & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

JOAN PETRO GOLDBERG & ASSOC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$919K

Net assets (EOY)

$919K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOAN PETRO GOLDBERG & ASSOCIATES, LLC.

Plan sponsor

Name

JOAN PETRO GOLDBERG & ASSOCIATES, LLC

EIN

26-2745590

Address

42 JORALEMON STREET · BROOKLYN, NY · 11201

Phone

(646) 812-0468

Industry

Real Estatesee all

Plan administrator