# Goldstein Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/goldstein-enterprises-inc-401k-plan

> Goldstein Enterprises, INC.'s 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goldstein Enterprises, INC.

- **Sponsor EIN:** 141608677

- **Sponsor Address:** 1754 CENTRAL AVE, ALBANY, NY, 122054701

- **Plan Type:** 401(k)

- **Total Participants:** 209

- **Total Assets:** $13.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|209|$13.8M|$91,706|$658,355|

| 2023|205|$11.8M|$88,109|$645,473|

| 2022|206|$9.8M|$87,732|$617,039|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PURSHE KAPLAN STERLING INVESTMENTS|OTHER SERVICES|—|$23,245|$23,245|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$17,002|—|$17,002|

| ELLIN & TUCKER|ACCOUNTANT|—|$12,000|$12,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PURSHE KAPLAN STERLING INVESTMENTS](https://planprovider.pro/provider/fortem-financial-group-llc) — OTHER SERVICES

- [ELLIN & TUCKER](https://planprovider.pro/provider/ellin-and-tucker-chartered) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,247

- **Estimated Expense Ratio:** 0.379% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$17,002|—|$17,002|—|—|

| 2023|$16,363|—|$16,363|—|—|

| 2022|$12,861|—|$12,861|—|—|

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