Plan Snapshot
- Plan Sponsor: Goldstein Law Group, P.A.
- Sponsor EIN: 260141883
- Sponsor Address: 7901 SW 6TH COURT, PLANTATION, FL, 33324
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 75 | $5.7M | $260,836 | $245,479 |
| 2023 | 75 | $4.7M | $116,630 | $213,958 |
| 2022 | 68 | $3.8M | $140,183 | $165,288 |
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 |
|---|---|---|---|---|
| SHAREBUILDER ADVISOR LLC | NONE | $25,401 | — | $25,401 |
| ASCENSUS LLC | NONE | $4,980 | $9,575 | $14,555 |
| DSR CPA AND CONSULTANTS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DSR CPA AND CONSULTANTS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,956
- Estimated Expense Ratio: 0.699% 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 | $30,381 | $25,401 | $4,980 | — | — |
| 2023 | $24,057 | $22,107 | $1,950 | — | — |
| 2022 | $26,457 | $25,287 | $1,170 | — | — |