Original filing (PDF)20250421220159NAL0006259664029

GOANNA CAPITAL MANAGEMENT LLC

Name: GOANNA CAPITAL MANAGEMENT LLC — GOANNA CAPITAL MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024)
Creator: GOANNA CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

GOANNA CAPITAL MANAGEMENT LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GOANNA CAPITAL MANAGEMENT LLC

EIN

85-4309757all filings

Address

515 N. FLAGLER DRIVE · SUITE P-300 · WEST PALM BEACH, FL · 33401

Phone

(646) 919-7519

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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