How big is Goodstein Wealth Management, LLC's plan?

Goodstein Wealth Management, LLC's plan reported $433K in assets and 3 participants for 2024.

Original filing (PDF)20250909164624NAL0033970496001

Goodstein Wealth Management, LLC

Name: Goodstein Wealth Management, LLC — Goodstein Wealth, Form 5500 (2024)
Creator: Goodstein Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goodstein Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Goodstein Wealth Management, LLC's Goodstein Wealth Management, LLC 401(k) Profit Sharing Plan held $433K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$433K

Net assets (EOY)

$432K

Plan identifiers

Goodstein Wealth Management, LLC's EIN is 95-4891082.

EIN 95-4891082

Plan number 001

Plan year 2024

ACK ID 20250909164624NAL0033970496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goodstein Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goodstein Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOODSTEIN WEALTH MANAGEMENT, LLC.

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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