How big is Goldbug Strategies, LLC's plan?

Goldbug Strategies, LLC's plan reported $970K in assets and 4 participants for 2024.

Original filing (PDF)20250529092846NAL0019269218001

Goldbug Strategies, LLC

Name: Goldbug Strategies, LLC — Goldbug Strategies, LLC, Form 5500 (2024)
Creator: Goldbug Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goldbug Strategies, LLC 401(k) Plan

401(k) retirement plan · Goldbug Strategies, LLC's Goldbug Strategies, LLC 401(k) Plan held $970K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

People on this filing

Sheila Walcoff signed Goldbug Strategies, LLC's 2024 Form 5500 as plan administrator.

Sheila Walcoff — 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

Goldbug Strategies, LLC's EIN is 27-4494523.

EIN 27-4494523

Plan number 001

Plan year 2024

ACK ID 20250529092846NAL0019269218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goldbug Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goldbug Strategies, LLC'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 GOLDBUG STRATEGIES, 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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

GOLDBUG STRATEGIES, LLC

EIN

all filings

Address

510 DIAMONDBACK DRIVE # 570 · GAITHERSBURG, MD · 20878

Phone

(301) 355-2662

Industry

Finance & Insurance

Plan administrator