About Goldgrab CPA PLLC
<p>Built around long-term relationships with multi-generational families, Goldgrab CPA PLLC has operated on Long Island in the New York City metro area since 1997, with its headquarters in Lynbrook.</p> <p>The firm provides tax and accounting services for New York-area families with established wealth, along with their private businesses and investment entities. This mix of family, business, and investment work shapes how the team approaches reporting and compliance across related entities.</p> <p>Founding Principal Shelby S. Goldgrab, C.P.A., C.M.A., M.S., has been a partner with the firm for over 40 years, bringing continuity to client work and day-to-day oversight.</p> <p>Goldgrab CPA PLLC is listed in this directory as an <a href="/auditors/401k">401(k) auditors</a> option for plan sponsors that want a CPA firm with deep experience supporting closely held businesses and family-backed enterprises.</p> <ul> <li>Founded in 1997</li> <li>Headquartered in Lynbrook on Long Island (NYC metro area)</li> <li>Tax and accounting services for multi-generational families</li> <li>Works with private businesses and investment entities</li> <li>Led by Founding Principal Shelby S. Goldgrab, C.P.A., C.M.A., M.S. (partner for 40+ years)</li> </ul>
Website: https://www.goldgrabcpa.com/
Founded: 1997
Office Locations
- Lynbrook, NY (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $549.4M
- 401(k): 4 plans, $549.4M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| AMTRUST RETIREMENT PLAN | AMTRUST NORTH AMERICA INC., NY | $458M | 4,479 |
| ELLINGTON MANAGEMENT GROUP 401(K) & PROFIT SHARING PLAN | ELLINGTON MANAGEMENT GROUP, L.L.C., CT | $64M | 165 |
| THE DOUGLASTON COMPANIES 401(K) PROFIT SHARING PLAN | DOUGLASTON COMPANIES I LLC, NY | $22M | 156 |
| PAVILION AT QUEENS FOR REHAB & NURSING 401(K) | KENNEDY PAVILION RH LLC, NY | $6M | 592 |