Goldberg Kohn Ltd. Individual Account Plan

• Opportunity

  Low returns

  Annual investment return is in the bottom quintile of the peer cohort.

  Schedule H, line 2
• Opportunity

  Few collective trusts

  5% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.

  Schedule H, line 4i
• Informational

  High assets / participant

  Assets per participant exceed $250,000 - top-decile high-value plan.

  Schedule H, line 1l and line 6g

Industry

54 - Professional, Scientific, and Technical Services

Plan type

Defined contribution

Participants

100-249

Cohort

6,114 peers

Snapshot

2025

Target-date series: SSgA Target Retirement, collective trust, 5% of fund dollars

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

• 2A
  Age/service weighted or new comparability plan

  Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
• 2E
  Profit-sharing

  Profit-sharing plan.
• 2F
  ERISA section 404(c) plan

  This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
• 2G
  Total participant-directed account plan

  Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
• 2J
  Code section 401(k) feature

  Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
• 2K
  Code section 401(m) arrangement

  Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
• 2R
  Participant-directed brokerage accounts

  Participant-directed brokerage accounts provided as an investment option under the plan.
• 2S
  Automatic enrollment

  Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
• 2T
  Default investment account

  Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.