· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LISA AND DOUGLAS GOLDMAN FUND — LISA AND DOUGLAS GOLDMAN FUND 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250908111823NAL0019265105001
LISA AND DOUGLAS GOLDMAN FUND
Form 5500-SF
FILING_RECEIVED
LISA AND DOUGLAS GOLDMAN FUND 403(B) PLAN
403(b) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
LISA AND DOUGLAS GOLDMAN FUND
.
Find decision makers
Plan sponsor
Name
LISA AND DOUGLAS GOLDMAN FUND
EIN
94-3167546
Address
1 MONTGOMERY STREET #3440 · SAN FRANCISCO, CA · 94104
Phone
(415) 771-1717
Industry
Other Services (ex. Public Admin)
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
2025-09-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ASPPA DBA AMERICAN RETIREMENT ASSOCIATION
AMERICAN RETIREMENT ASSOCIATION DEFINED BENEFIT PENSION PLAN
$3.0M · 78 participants
CEDAR TREE FOUNDATION, INC.
CEDAR TREE FOUNDATION, INC. RETIREMENT PLAN
$3.0M · 4 participants
COMMUNITY DEVELOPMENT FOUNDATION
COMMUNITY DEVELOPMENT FOUNDATION 401(K) PLAN
$3.0M · 17 participants
LAURENS INSTITUTE FOR EDUCATION
LAUREN'S INSTITUTE FOR EDUCATION, INC. 401(K) PLAN
$3.1M · 292 participants
MILLARD PUBLIC SCHOOLS FOUNDATION, INC.
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.
MILLARD PUBLIC SCHOOLS FOUNDATION, INC. 403(B) PLAN
$3.0M · 63 participants
OLATHE CHAMBER OF COMMERCE, INC.
OLATHE CHAMBER OF COMMERCE, INC. 401(K) PLAN
$3.0M · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
