# Goldstein Law Group, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/goldstein-law-group-p-a-401k-plan

> Goldstein Law Group, P.A.'s 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/goldstein-law-group-p-a-401k-plan)

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