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GOLDSTEIN, BORGEN, DARDARIAN, AND HO, A PROFESSIONAL CORPORATION — GOLDSTEIN, BORGEN, DARDARIAN, AND HO 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250822161843NAL0005452625001
GOLDSTEIN, BORGEN, DARDARIAN, AND HO, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
GOLDSTEIN, BORGEN, DARDARIAN, AND HO 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
16
Accounts w/ balance
17
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GOLDSTEIN, BORGEN, DARDARIAN, AND HO, A PROFESSIONAL CORPORATION
.
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Plan sponsor
Name
GOLDSTEIN, BORGEN, DARDARIAN, AND HO, A PROFESSIONAL CORPORATION
EIN
94-2741326
Address
155 GRAND AVENUE, SUITE 900 · OAKLAND, CA · 94612
Phone
(510) 763-9800
Industry
Law Offices
· Professional & Technical Services
see 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
2025-08-22
Pension benefit codes
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
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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WEINBERG, ROGER & ROSENFELD A PROFESSIONAL CORPORATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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$16.3M · 54 participants
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Large plans in California
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EQUITY INDEX FUND
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$190.9B
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EQUITY INDEX FUND F
$188.1B
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RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
