Daniel Goldstein
Lakewood, NJ
Daniel Goldstein of Lakewood, NJ is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $80,970 in reported broker commissions (plan year 2025).
Quick answer
Daniel Goldstein (Lakewood, NJ) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Daniel Goldstein have?
- Daniel Goldstein is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Daniel Goldstein's largest employer clients?
- By plan participants, the largest include Apartment Management Professionals, LLC (103 participants).
- How much does Daniel Goldstein earn in commissions?
- Insurers reported $80,970 in broker commissions and $2,328 in fees paid to Daniel Goldstein for plan year 2025, per Schedule A Part 1.
- Where is Daniel Goldstein located?
- Daniel Goldstein is based in Lakewood, NJ.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Daniel Goldstein on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Apartment Management Professionals, LLC | MI | 103 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.