Original filing (PDF)20251014112704NAL0003778064004

BRUCE H. GOLDBERG

Name: BRUCE H. GOLDBERG — BRUCE H. GOLDBERG RETIREMENT TRUST, Form 5500 (2024)
Creator: BRUCE H. GOLDBERG

Form 5500-SF

FILING_RECEIVED

BRUCE H. GOLDBERG RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUCE H. GOLDBERG.

Plan sponsor

Name

BRUCE H. GOLDBERG

EIN

86-2023517

Address

272 EAST 149TH STREET · BRONX, NY · 10451

Phone

(718) 585-6144

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-14

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

KIDS FIRST YEARS

KIDS FIRST YEARS RETIREMENT TRUST

$22K · 4 participants

GOOD LIFE CERAMICS LLC

GOOD LIFE CERAMICS LLC 401(K) PROFIT SHARING PLAN & TRUST

$22K · 9 participants

FAR EAST CENTER

FAR EAST CENTER RETIREMENT TRUST

$22K · 5 participants

BALLISTIC APPLICATIONS & MATERIALS INTERNATIONAL, LLC

BALLISTIC APPLICATIONS & MATERIALS INTERNATIONAL, LLC RETIRE

$22K · 3 participants

ADVANCED EYECARE CLINIC, INC

ADVANCED EYECARE CLINIC, INC RETIREMENT TRUST