How big is Kolquist Seitz & Goldman LLC's plan?

Kolquist Seitz & Goldman LLC's plan reported $4.5M in assets and 12 participants for 2024.

Original filing (PDF)20250703082158NAL0000125107001

Kolquist Seitz & Goldman LLC

Name: Kolquist Seitz & Goldman LLC — Kolquist Seitz &, Form 5500 (2024)
Creator: Kolquist Seitz & Goldman LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kolquist Seitz & Goldman LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Kolquist Seitz & Goldman LLC's Kolquist Seitz & Goldman LLC 401(k) Profit Sharing Plan held $4.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Isaiah Brown signed Kolquist Seitz & Goldman LLC's 2024 Form 5500 as plan administrator.

Isaiah Brown — 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

Kolquist Seitz & Goldman LLC's EIN is 27-3408302.

EIN 27-3408302

Plan number 001

Plan year 2024

ACK ID 20250703082158NAL0000125107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kolquist Seitz & Goldman LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kolquist Seitz & Goldman LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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