Original filing (PDF)20240514220048NAL0057545088098

GOAL BASED INVESTORS, INCORPORATED

Name: GOAL BASED INVESTORS, INCORPORATED — GOAL BASED INVESTORS, INCORPORATED 401(K) PLAN, Form 5500 (2023)
Creator: GOAL BASED INVESTORS, INCORPORATED

Form 5500-SF

FILING_RECEIVED

GOAL BASED INVESTORS, INCORPORATED 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOAL BASED INVESTORS, INCORPORATED.

Plan sponsor

Name

GOAL BASED INVESTORS, INCORPORATED

EIN

83-3475629

Address

12 GREENWAY PLAZA · SUITE 1100 · HOUSTON, TX · 77046

Phone

(646) 574-5138

Industry

Finance & Insurancesee all

Plan administrator