How big is Aldrich Goldstein, P.C.'s plan?

Aldrich Goldstein, P.C.'s plan reported $3.4M in assets and 6 participants for 2024.

Original filing (PDF)20251001190944NAL0032292594001

Aldrich Goldstein, P.C.

Name: Aldrich Goldstein, P.C. — Aldrich Goldstein, P. C., Form 5500 (2024)
Creator: Aldrich Goldstein, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aldrich Goldstein, P. C. 401(k) Profit Sharing PLA

401(k) retirement plan · Aldrich Goldstein, P.C.'s Aldrich Goldstein, P. C. 401(k) Profit Sharing PLA held $3.4M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Kevin Boercker signed Aldrich Goldstein, P.C.'s 2024 Form 5500 as plan administrator.

Kevin Boercker — 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

Aldrich Goldstein, P.C.'s EIN is 93-1302829.

EIN 93-1302829

Plan number 001

Plan year 2024

ACK ID 20251001190944NAL0032292594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aldrich Goldstein, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aldrich Goldstein, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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