How big is Luhrsen Goldberg, LLC's plan?

Luhrsen Goldberg, LLC's plan reported $823K in assets and 7 participants for 2024.

Original filing (PDF)20251015135306NAL0002399923001

Luhrsen Goldberg, LLC

Name: Luhrsen Goldberg, LLC — Luhrsen Goldberg 401(k) Plan, Form 5500 (2024)
Creator: Luhrsen Goldberg, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Luhrsen Goldberg 401(k) Plan

401(k) retirement plan · Luhrsen Goldberg, LLC's Luhrsen Goldberg 401(k) Plan held $823K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

Plan identifiers

Luhrsen Goldberg, LLC's EIN is 81-2579736.

EIN 81-2579736

Plan number 001

Plan year 2024

ACK ID 20251015135306NAL0002399923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Luhrsen Goldberg, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Luhrsen Goldberg, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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

Plan sponsor

Name

LUHRSEN GOLDBERG, LLC

EIN

all filings

Address

6954 PROFESSIONAL PKWY · LAKEWOOD RANCH, FL · 34240

Phone

(941) 212-2600

Industry

Law Offices· Professional & Technical Services

Plan administrator