Original filing (PDF)20231016134959NAL0024973491001

JOYCE GOLDSTEIN & ASSOCIATES CO., LPA

Name: JOYCE GOLDSTEIN & ASSOCIATES CO., LPA — JOYCE GOLDSTEIN & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JOYCE GOLDSTEIN & ASSOCIATES CO., LPA

Form 5500-SF

FILING_RECEIVED

JOYCE GOLDSTEIN & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JOYCE GOLDSTEIN & ASSOCIATES CO., LPA

EIN

34-1599328all filings

Address

3080 LAUREL ROAD · SHAKER HEIGHTS, OH · 44120

Phone

(216) 771-6633

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator