· 2022–2024 · DOL EFAST2

GOODMAN CAPITAL ADVISORS LLC — GOODMAN CAPITAL ADVISORS LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251013081646NAL0000395859001

GOODMAN CAPITAL ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

GOODMAN CAPITAL ADVISORS LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

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

86

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 GOODMAN CAPITAL ADVISORS LLC.

Plan sponsor

Name

GOODMAN CAPITAL ADVISORS LLC

EIN

81-1684369

Address

8 JULIANNA WAY · SAG HARBOR, NY · 11963

Phone

(516) 851-5553

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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