# Gould Asset Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/gould-asset-management-llc-plan-001

> Gould Asset Management LLC's 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gould Asset Management LLC

- **Sponsor EIN:** 954738705

- **Sponsor Address:** 341 W 1ST ST STE 200, CLAREMONT, CA, 91711

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

- **Total Participants:** 13

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|13|$8.0M|$129,320|$171,364|

| 2023|14|$6.8M|$122,813|$162,236|

| 2022|14|$3.6M|$190,758|$145,599|

## Similar Plans

- [Lan Service Group](https://planprovider.pro/companies/lan-service-group-plan) — 13 participants

- [Stephen Chelbay Company](https://planprovider.pro/companies/stephen-chelbay-company-plan) — 13 participants

- [Rokit Resources LLC](https://planprovider.pro/companies/rokit-resources-llc-401k-plan) — 13 participants

- [Innomedia, INC.](https://planprovider.pro/companies/innomedia-inc-401k-plan) — 13 participants

- [Terminal, INC.](https://planprovider.pro/companies/terminal-inc-plan) — 13 participants

- [Caito & Klein Associates INC](https://planprovider.pro/companies/caito-klein-associates-inc-plan) — 13 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gould-asset-management-llc-plan-001)

© 2026 PlanProvider.Pro