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  2. Goodman Advisory Group, LLC

Filings through Oct 24, 2026.

Goodman Advisory Group, LLC

EIN 27-0498339-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Health & Benefits
0
Participants
8
160 GOULD STREET, SUITE 102 - NEEDHAM, MA 02494781-559-0320goodmanadvisorygroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.2M - 8 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

GOODMAN ADVISORY GROUP, LLC 401(K) PLAN

401(k)

Assets$1.2M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GOODMAN ADVISORY GROUP, LLC 401(K) PLAN401(k)$1.2M82025
  • GOODMAN ADVISORY GROUP, LLC 401(K) PLAN$1.2M
    #001 · 401(k) · 20258
Retirement plans
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