Plan Snapshot
- Plan Sponsor: Goldstein Planting Investments, LLC
- Sponsor EIN: 263137842
- Sponsor Address: 11777 SAN VICENTE BOULEVARD, LOS ANGELES, CA, 90049
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 27
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
| 2025 | 27 | $4.4M | $0 | $0 |
| 2024 | 21 | $3.3M | $264,575 | $187,922 |
| 2023 | 17 | $2.9M | $232,225 | $230,664 |
| 2022 | 17 | $2.3M | $230,401 | $251,046 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants