How big is The Goetzman Group's plan?

The Goetzman Group's plan reported $19.7M in assets and 50 participants for 2024.

Original filing (PDF)20250611191140NAL0027568160001

The Goetzman Group

Name: The Goetzman Group — The Goetzman Group 401(k) Plan, Form 5500 (2024)
Creator: The Goetzman Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Goetzman Group 401(k) Plan and Trust

401(k) retirement plan · The Goetzman Group's The Goetzman Group 401(k) Plan and Trust held $19.7M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.7M

Net assets (EOY)

$19.7M

People on this filing

Linda Gray signed The Goetzman Group's 2024 Form 5500 as plan administrator.

Linda Gray — 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

The Goetzman Group's EIN is 95-4701528.

EIN 95-4701528

Plan number 001

Plan year 2024

ACK ID 20250611191140NAL0027568160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Goetzman Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Goetzman Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE GOETZMAN GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

THE GOETZMAN GROUP

EIN

all filings

Address

21333 OXNARD STREET · SUITE 200 · WOODLAND HILLS, CA · 91367

Phone

(818) 595-1112

Industry

Professional & Technical Services

Plan administrator