How big is Goddard Investment Group, LLC's plan?

Goddard Investment Group, LLC's plan reported $5.0M in assets and 79 participants for 2025.

Original filing (PDF)20260515152423NAL0008260851001

Goddard Investment Group, LLC

Name: Goddard Investment Group, LLC — Goddard Investment, Form 5500 (2025)
Creator: Goddard Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goddard Investment Group, LLC 401(k) Plan

401(k) retirement plan · Goddard Investment Group, LLC's Goddard Investment Group, LLC 401(k) Plan held $5.0M in plan assets for 79 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Goddard Investment Group, LLC's EIN is 58-2566241.

EIN 58-2566241

Plan number 001

Plan year 2025

ACK ID 20260515152423NAL0008260851001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Goddard Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Goddard Investment Group, LLC's plan includes 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 GODDARD INVESTMENT GROUP, LLC.

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Plan health score

Above-average plan

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