Original filing (PDF)20251009134044NAL0006657617001

GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN, LLP

Name: GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN, LLP — GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN, LLP

Form 5500-SF

FILING_RECEIVED

GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN, LLP.

Plan sponsor

Name

GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN, LLP

EIN

94-3009335

Address

1388 SUTTER STREET, SUITE 1000 · SAN FRANCISCO, CA · 941095494

Phone

(415) 673-5600

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RODE & COFFIN, LLC

RODE & COFFIN, LLC RETIREMENT SAVINGS PLAN

$2.4M · 7 participants

KELLAR KELLAR & JAIVEN LLP

KELLAR KELLAR & JAIVEN LLP PROFIT SHARING PLAN & TRUST

$2.4M · 3 participants

MADDOX & GEROCK, PC

MADDOX & GEROCK, PC 401(K) PLAN

$2.4M · 16 participants

TAYLOR LAW PARTNERS, LLP

TAYLOR LAW FIRM 401(K) PLAN

$2.4M · 13 participants

GOLD & GOLD, P.A.

GOLD & GOLD, P.A. 401(K) PLAN

$2.4M · 10 participants