How big is LLI Advisory Group's plan?

LLI Advisory Group's plan reported $3.8M in assets and 14 participants for 2024.

Original filing (PDF)20251001034139NAL0020427090001

LLI Advisory Group

Name: LLI Advisory Group — LLI Advisory Group 401(k), Form 5500 (2024)
Creator: LLI Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LLI Advisory Group 401(k) Profit Sharing Plan

401(k) retirement plan · LLI Advisory Group's LLI Advisory Group 401(k) Profit Sharing Plan held $3.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

LLI Advisory Group's EIN is 20-2292515.

EIN 20-2292515

Plan number 001

Plan year 2024

ACK ID 20251001034139NAL0020427090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LLI Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LLI Advisory Group'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 LLI ADVISORY GROUP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

LLI ADVISORY GROUP

EIN

all filings

Address

202 NORTH AVENUE EAST · CRANFORD, NJ · 07016

Phone

(908) 358-0500

Industry

CPA Offices· Professional & Technical Services

Plan administrator