How big is Goldstone Financial Group's plan?

Goldstone Financial Group's plan reported $349K in assets and 3 participants for 2024.

Original filing (PDF)20250214135820NAL0043035744001

Goldstone Financial Group

Name: Goldstone Financial Group — Goldstone Financial, Form 5500 (2024)
Creator: Goldstone Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goldstone Financial Group 401(k) Plan

401(k) retirement plan · Goldstone Financial Group's Goldstone Financial Group 401(k) Plan held $349K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$349K

Net assets (EOY)

$349K

People on this filing

TARA Evans, for TAG Resources signed Goldstone Financial Group's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Goldstone Financial Group's EIN is 86-2591785.

EIN 86-2591785

Plan number 001

Plan year 2024

ACK ID 20250214135820NAL0043035744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goldstone Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goldstone Financial Group'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 GOLDSTONE FINANCIAL GROUP.

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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