How big is Goodrich Wealth Planning's plan?

Goodrich Wealth Planning's plan reported $340K in assets and 5 participants for 2025.

Original filing (PDF)20260511080255NAL0005143875001

Goodrich Wealth Planning

Name: Goodrich Wealth Planning — Goodrich Wealth Planning, Form 5500 (2025)
Creator: Goodrich Wealth Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goodrich Wealth Planning 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Goodrich Wealth Planning's Goodrich Wealth Planning 401(k) Profit Sharing Plan & Trust held $340K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

Plan identifiers

Goodrich Wealth Planning's EIN is 82-4502090.

EIN 82-4502090

Plan number 001

Plan year 2025

ACK ID 20260511080255NAL0005143875001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Goodrich Wealth Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Goodrich Wealth Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOODRICH WEALTH PLANNING.

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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