Original filing (PDF)20250624104151NAL0004181059001

SMITH GOFFMAN PARTNERS, LLC

Name: SMITH GOFFMAN PARTNERS, LLC — SMITH GOFFMAN PARTNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SMITH GOFFMAN PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

SMITH GOFFMAN PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH GOFFMAN PARTNERS, LLC.

Plan sponsor

Name

SMITH GOFFMAN PARTNERS, LLC

EIN

61-2107747

Address

31 HUDSON YARDS · 11TH FLOOR · NEW YORK, NY · 10001

Phone

(646) 516-8358

Industry

Finance & Insurancesee 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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TODD MARSCHALL

MARSCHALL 401(K) PLAN

$93K · 4 participants

WHARTON FUNDING COMPANY

WHARTON FUNDING COMPANY 401(K) PLAN

$93K · 10 participants

KINWELL LLC

KINWELL 401(K) PLAN

$93K · 2 participants

COVERT AND COMPANY AN ACCOUNTANC

COVERT & COMPANY AN ACCOUNTANCY CORPORATION 401K PLAN

$93K · 6 participants

INSIGHT ADMINISTRATIVE SERVICES LLC

INSIGHT ADMIN SERVICES 401(K) PLAN

$93K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.