Plan Ledger DOL Form 5500 · updated monthly

Goldstein Law Group, P.A.401(k)

GOLDSTEIN LAW GROUP 401(K) PLAN · PLANTATION, FL · plan year 2024

Reported admin expense ratio · 2024
0.58%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Goldstein Law Group, P.A. reported $30,381 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $3,478 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,371st of 3,644), and 9,505th of 11,654 in professional & technical services. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves; active participation has grown from 68 to 75 since 2022.

Plan summary
Net assets, end of year$5,712,238
Participants with balances123
Active participants75
Employer contributions$260,836
Employee contributions$245,479
Employer contribution per active participant$3,478
Average account balance$46,441
Benefits paid to participants$170,171
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 123 accts · $261K emplr
2023$4.7M · 153 accts · $117K emplr
2022$3.8M · 141 accts · $140K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,980
Investment management$25,401
Total administrative$30,381
The Goldstein Law Group, P.A. 401(k) match · 2024
Employer contribution per active participant$3,478
Median for plans this size$1,313
2024$3,478 per active participant
2023$1,555 per active participant
2022$2,062 per active participant

Goldstein Law Group, P.A.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$4,980
SHAREBUILDER ADVISOR LLC · Investment advisory (plan)$25,401

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,381 · 0.58%
2023$24,057 · 0.57%
2022$26,457 · 0.60%
Similar plansProfessional & Technical Services · Florida
9LINE LLC FL$5.8M · 0.29%
Synergistix, Inc. FL$5.7M · 0.64%
Calhoun International LLC FL$5.6M · 0.68%
Algenol U.S. Inc FL$5.5M · 0.33%
Polo Logistics, LLC FL$5.4M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260141883 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.