How big is Long TERM Strategy Group, LLC's plan?

Long TERM Strategy Group, LLC's plan reported $900K in assets and 4 participants for 2024.

Original filing (PDF)20250528104806NAL0017408962001

Long TERM Strategy Group, LLC

Name: Long TERM Strategy Group, LLC — LTSG 401(k) Plan, Form 5500 (2024)
Creator: Long TERM Strategy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LTSG 401(k) Plan

401(k) retirement plan · Long TERM Strategy Group, LLC's LTSG 401(k) Plan held $900K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$900K

Net assets (EOY)

$900K

People on this filing

Jacqueline DEAL signed Long TERM Strategy Group, LLC's 2024 Form 5500 as plan administrator.

Jacqueline DEAL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Long TERM Strategy Group, LLC's EIN is 16-1769129.

EIN 16-1769129

Plan number 001

Plan year 2024

ACK ID 20250528104806NAL0017408962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Long TERM Strategy Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Long TERM Strategy Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LONG TERM STRATEGY GROUP, LLC

EIN

all filings

Address

1050 CONNECTICUT AVE, NW, SUITE 500 · WASHINGTON, DC · 20036

Phone

(202) 258-4871

Industry

Professional & Technical Services

Plan administrator