· 2022–2024 · DOL EFAST2

LOYOLA ASSET MANAGEMENT, LLC — LOYOLA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250502085547NAL0003112115001

LOYOLA ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

LOYOLA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan health score

Above-average plan

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

40

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LOYOLA ASSET MANAGEMENT, LLC

EIN

20-5776812all filings

Address

2525 PONCE DE LEON BLVD, · SUITE 202 · CORAL GABLES, FL · 33134

Phone

(305) 377-1941

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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