· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GOODE, HEMME, & BARGER, APC — GOODE, HEMME, & BARGER, APC 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015221002NAL0005948033001
GOODE, HEMME, & BARGER, APC
Form 5500-SF
FILING_RECEIVED
GOODE, HEMME, & BARGER, APC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GOODE, HEMME, & BARGER, APC
.
Find decision makers
Plan sponsor
Name
GOODE, HEMME, & BARGER, APC
EIN
33-0973675
Address
6256 GREENWICH DRIVE 500 · SAN DIEGO, CA · 92122
Phone
(858) 587-3555
Industry
Law Offices
· Professional & Technical Services
see 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
KRAUTHAMER & STAHL, CHARTERED
KRAUTHAMER & STAHL, CHARTERED 401(K) PROFIT SHARING PLAN
$2.3M · 5 participants
TJD MEMBER, LLC
TJD MEMBER, LLC DEFINED BENEFIT PENSION PLAN
$2.3M · 2 participants
KAWASHIMA LAW GROUP LLLC
LAW FIRM OF JARED N. KAWASHIMA 401(K) RETIREMENT SAVINGS PLAN (001)
$2.3M · 3 participants
PATTERSON LAW, LLC
PATTERSON LAW, LLC 401(K) PLAN
$2.3M · 2 participants
JOSHUA P. BRATTER, PA DBA BRATTER IMMIGRATION LAW FIRM
BRATTER PA CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 5 participants
BRYAN J. SWERLING, P.C.
BRYAN J. SWERLING, P.C. DEFINED BENEFIT PLAN
$2.3M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
