How big is Whiteside & Goldberg, Ltd.'s plan?

Whiteside & Goldberg, Ltd.'s plan reported $1.9M in assets and 20 participants for 2024.

Original filing (PDF)20251007134017NAL0004651473001

Whiteside & Goldberg, Ltd.

Name: Whiteside & Goldberg, Ltd. — Whiteside & Goldberg, Form 5500 (2024)
Creator: Whiteside & Goldberg, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whiteside & Goldberg, Ltd. 401(k) Plan

401(k) retirement plan · Whiteside & Goldberg, Ltd.'s Whiteside & Goldberg, Ltd. 401(k) Plan held $1.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jason Whiteside signed Whiteside & Goldberg, Ltd.'s 2024 Form 5500 as plan administrator.

Jason Whiteside — 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

Whiteside & Goldberg, Ltd.'s EIN is 27-3202214.

EIN 27-3202214

Plan number 001

Plan year 2024

ACK ID 20251007134017NAL0004651473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whiteside & Goldberg, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whiteside & Goldberg, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off