Original filing (PDF)20240715162248NAL0001054307001

LLOYD JONES LLC

Name: LLOYD JONES LLC — LLOYD JONES LLC 401(K) PLAN, Form 5500 (2023)
Creator: LLOYD JONES LLC

Form 5500-SF

FILING_RECEIVED

LLOYD JONES LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

515

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LLOYD JONES LLC.

Plan sponsor

Name

LLOYD JONES LLC

EIN

02-0589146

Address

1001 BRICKELL BAY DRIVE · SUITE 1504 · MIAMI, FL · 33131

Phone

(305) 415-9910

Industry

Finance & Insurancesee all

Plan administrator

Name

THE FINWAY GROUP

EIN

42-1468222

City

WEST DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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