Samuel Goldstein & Co., P.C.
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does Samuel Goldstein & Co., P.C. audit?
Samuel Goldstein & Co., P.C. was the independent auditor for 11 retirement plan filings (12 audited filings including welfare plans) in plan year 2024, with clients in 2 states and territories — the #797 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 11-2478817 |
| Retirement plan audits (401(k), 403(b), pension) | 11 |
| All audited filings (incl. welfare plans) | 12 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #797 of 3,956 |
| National rank, all audited filings (league-table basis) | #754 of 4,052 |
| Average client size (participants) | 1,824 |
| Largest client (participants) | 7,549 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Samuel Goldstein & Co., P.C. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New York | 10 | 90.9% |
| Maryland | 1 | 9.1% |
Largest concentration: New York (10 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Samuel Goldstein & Co., P.C. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 11 | 100.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 0 | 0.0% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by Samuel Goldstein & Co., P.C.
| Plan sponsor | State | Participants |
|---|---|---|
| Board of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | NY | 7,549 |
| Local 210's Annuity Fund C/O Savasta | NY | 4,256 |
| BD of Trustees Local 210's Pension Plan C/O Savasta and Company | NY | 3,749 |
| Teamsters Local 819 Pension Fund | NY | 1,857 |
| BD of Trustees Local 210-Affiliated Annu C/0 Savasta and Company | NY | 728 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Samuel Goldstein & Co., P.C. (EIN 11-2478817) is named as the plan’s independent qualified public accountant. Samuel Goldstein & Co., P.C. did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.