Original filing (PDF)20250724130545NAL0002495555001

K. GOLDSTEIN & CO. PLLC

Name: K. GOLDSTEIN & CO. PLLC — K. GOLDSTEIN & CO. PLLC 401(K) PLAN, Form 5500 (2024)
Creator: K. GOLDSTEIN & CO. PLLC

Form 5500-SF

FILING_RECEIVED

K. GOLDSTEIN & CO. PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K. GOLDSTEIN & CO. PLLC.

Plan sponsor

Name

K. GOLDSTEIN & CO. PLLC

EIN

88-1661010all filings

Address

2687 STATE ROUTE 9 · MALTA, NY · 12020

Phone

(518) 490-1110

Industry

Law Offices· 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

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ASSOCIATION OF LEGAL AID

ASSOCIATION OF LEGAL AID 401(K) PROFIT SHARING PLAN & TRUST

$149K · 5 participants

VOORHIES LAW FIRM, LLC

VOORHIES LAW FIRM 401(K) PLAN

$149K · 6 participants

LAW OFFICE OF MATTHEW A. LATHROP, PC, LLO

LAW OFFICE OF MATTHEW A. LATHROP, PC, LLO SAFE HARBOR 401(K) PLAN

$149K · 4 participants

ROBERT D. KORNEGAY, PLLC

ROBERT D. KORNEGAY, PLLC 401(K) PLAN

$149K · 3 participants

WILLIAM W GREEN

WILLIAM W GREEN 401K PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.