How big is Lloyd Jones LLC's plan?

Lloyd Jones LLC's plan reported $1.6M in assets and 782 participants for 2024.

Original filing (PDF)20251010071701NAL0004401075001

Lloyd Jones LLC

Name: Lloyd Jones LLC — Lloyd Jones LLC 401(k) Plan, Form 5500 (2024)
Creator: Lloyd Jones LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lloyd Jones LLC 401(k) Plan

401(k) retirement plan · Lloyd Jones LLC's Lloyd Jones LLC 401(k) Plan held $1.6M in plan assets for 782 participants in 2024.

Signals · 1

No auditor on file

Active participants

782

Accounts w/ balance

109

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Lloyd Jones LLC's EIN is 02-0589145.

EIN 02-0589145

Plan number 001

Plan year 2024

ACK ID 20251010071701NAL0004401075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lloyd Jones LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lloyd Jones LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LLOYD JONES LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score