Original filing (PDF)20250718163127NAL0003186848001

POZO GOLDSTEIN LLP

Name: POZO GOLDSTEIN LLP — POZO GOLDSTEIN LLP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: POZO GOLDSTEIN LLP

Form 5500-SF

FILING_RECEIVED

POZO GOLDSTEIN LLP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POZO GOLDSTEIN LLP.

Plan sponsor

Name

POZO GOLDSTEIN LLP

EIN

27-0297126all filings

Address

2000 S DIXIE HIGHWAY SUITE 101 · MIAMI, FL · 33133

Phone

(305) 856-0400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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