How big is Joseph Goldsmith & Co., LLC's plan?

Joseph Goldsmith & Co., LLC's plan reported $5.8M in assets and 13 participants for 2025.

Original filing (PDF)20260507100443NAL0003180160001

Joseph Goldsmith & Co., LLC

Name: Joseph Goldsmith & Co., LLC — Joseph Goldsmith &, Form 5500 (2025)
Creator: Joseph Goldsmith & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Goldsmith & Co.,LLC 401(k) Savings Plan

401(k) retirement plan · Joseph Goldsmith & Co., LLC's Joseph Goldsmith & Co.,LLC 401(k) Savings Plan held $5.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Joseph Goldsmith signed Joseph Goldsmith & Co., LLC's 2025 Form 5500 as plan administrator.

Joseph Goldsmith — 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

Joseph Goldsmith & Co., LLC's EIN is 26-3989936.

EIN 26-3989936

Plan number 001

Plan year 2025

ACK ID 20260507100443NAL0003180160001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph Goldsmith & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph Goldsmith & Co., LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH GOLDSMITH & 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

JOSEPH GOLDSMITH & CO., LLC

EIN

all filings

Address

12 WEST 21ST STREET, EIGHTH FLOOR · NEW YORK, NY · 10010

Phone

(212) 419-1239

Industry

Admin Support & Waste Mgmt

Plan administrator